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 | $181,907 | $96,635+88.2% | $86,612+110.0% | $139,434+30.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 8.18% | 106.41%-98.2pp | 591.07%-582.9pp | 372.94%-364.8pp |
| Employer contribution / active EE | $12,514 | $3,263+283.5% | $3,022+314.0% | $4,751+163.4% |
| Participant deferral / active EE | $9,866 | $4,836+104.0% | $4,438+122.3% | $6,710+47.0% |
| Admin fee / account holder | $3,797 | $6,408-40.7% | $5,614-32.4% | $11,403-66.7% |