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 | $170,725 | $57,281+198.1% | $86,612+97.1% | $75,163+127.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 12.35% | 2670.75%-2658.4pp | 591.07%-578.7pp | 160.62%-148.3pp |
| Employer contribution / active EE | $10,368 | $2,314+348.0% | $3,022+243.0% | $2,670+288.3% |
| Participant deferral / active EE | $10,129 | $3,318+205.3% | $4,438+128.2% | $4,125+145.5% |
| Admin fee / account holder | $30,426 | $4,112+640.0% | $5,614+441.9% | $5,651+438.4% |