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 | $152,874 | $57,281+166.9% | $86,612+76.5% | $75,163+103.4% |
| Participation rate | 90.8% | 63.2%+27.6pp | 71.7%+19.1pp | 67.2%+23.6pp |
| Annual return | 12.15% | 2670.75%-2658.6pp | 591.07%-578.9pp | 160.62%-148.5pp |
| Employer contribution / active EE | $12,338 | $2,314+433.1% | $3,022+308.2% | $2,670+362.1% |
| Participant deferral / active EE | $0 | $3,318-100.0% | $4,438-100.0% | $4,125-100.0% |
| Admin fee / account holder | $20,479 | $4,112+398.0% | $5,614+264.8% | $5,651+262.4% |