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 | $191,618 | $76,407+150.8% | $150,298+27.5% | $82,448+132.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 12.99% | 39.99%-27.0pp | 62.79%-49.8pp | 41.64%-28.6pp |
| Employer contribution / active EE | $1,472 | $2,614-43.7% | $4,154-64.6% | $2,551-42.3% |
| Participant deferral / active EE | $2,141 | $3,214-33.4% | $5,453-60.7% | $4,139-48.3% |
| Admin fee / account holder | $75,634 | $6,352+1090.7% | $14,116+435.8% | $7,234+945.5% |