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 | $186,179 | $57,281+225.0% | $86,612+115.0% | $75,163+147.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 0.87% | 2670.75%-2669.9pp | 591.07%-590.2pp | 160.62%-159.8pp |
| Employer contribution / active EE | $7,873 | $2,314+240.2% | $3,022+160.5% | $2,670+194.9% |
| Participant deferral / active EE | $7,488 | $3,318+125.7% | $4,438+68.7% | $4,125+81.5% |
| Admin fee / account holder | $11,446 | $4,112+178.4% | $5,614+103.9% | $5,651+102.5% |