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 | $184,875 | $70,756+161.3% | $65,493+182.3% | $142,382+29.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 10.19% | 1754.89%-1744.7pp | 982.45%-972.3pp | 217.08%-206.9pp |
| Employer contribution / active EE | $6,076 | $2,881+110.9% | $2,574+136.0% | $4,299+41.3% |
| Participant deferral / active EE | $12,045 | $4,637+159.7% | $3,961+204.1% | $6,507+85.1% |
| Admin fee / account holder | $6,804 | $6,559+3.7% | $5,028+35.3% | $12,624-46.1% |