See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,180 | $56,199+80.0% | $67,652+49.6% | $59,632+69.7% |
| Participation rate | 98.1% | 71.5%+26.7pp | 75.7%+22.5pp | 68.7%+29.5pp |
| Annual return | -2.99% | 18505.31%-18508.3pp | 6625.04%-6628.0pp | 2041.28%-2044.3pp |
| Employer contribution / active EE | $2,336 | $1,614+44.7% | $2,266+3.1% | $2,203+6.0% |
| Participant deferral / active EE | $4,837 | $2,844+70.1% | $3,560+35.9% | $3,192+51.5% |
| Admin fee / account holder | $11,550 | $3,958+191.8% | $4,821+139.6% | $4,297+168.8% |