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 | $193,421 | $88,751+117.9% | $81,812+136.4% | $145,922+32.6% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 7.89% | 1025.40%-1017.5pp | 773.79%-765.9pp | 561.29%-553.4pp |
| Employer contribution / active EE | $1,629 | $3,083-47.2% | $2,912-44.1% | $4,660-65.0% |
| Participant deferral / active EE | $5,443 | $4,643+17.2% | $4,319+26.0% | $6,688-18.6% |
| Admin fee / account holder | $90,781 | $8,415+978.8% | $7,386+1129.1% | $13,397+577.6% |