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 | $169,734 | $65,561+158.9% | $86,188+96.9% | $75,163+125.8% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 12.50% | 46.05%-33.6pp | 1168.45%-1155.9pp | 160.62%-148.1pp |
| Employer contribution / active EE | $9,016 | $1,553+480.7% | $2,380+278.8% | $2,670+237.7% |
| Participant deferral / active EE | $6,189 | $3,024+104.7% | $3,985+55.3% | $4,125+50.0% |
| Admin fee / account holder | $5,799 | $5,474+5.9% | $6,852-15.4% | $5,651+2.6% |