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 | $184,588 | $57,281+222.3% | $86,612+113.1% | $75,163+145.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 13.02% | 2670.75%-2657.7pp | 591.07%-578.1pp | 160.62%-147.6pp |
| Employer contribution / active EE | $10,217 | $2,314+341.4% | $3,022+238.0% | $2,670+282.7% |
| Participant deferral / active EE | $9,466 | $3,318+185.3% | $4,438+113.3% | $4,125+129.5% |
| Admin fee / account holder | $35,129 | $4,112+754.3% | $5,614+525.7% | $5,651+521.7% |