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 | $229,110 | $70,756+223.8% | $65,493+249.8% | $142,382+60.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 10.28% | 1754.89%-1744.6pp | 982.45%-972.2pp | 217.08%-206.8pp |
| Employer contribution / active EE | $7,873 | $2,881+173.3% | $2,574+205.8% | $4,299+83.1% |
| Participant deferral / active EE | $2,469 | $4,637-46.8% | $3,961-37.7% | $6,507-62.1% |
| Admin fee / account holder | $959 | $6,559-85.4% | $5,028-80.9% | $12,624-92.4% |