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 | $230,184 | $74,888+207.4% | $71,209+223.3% | $142,382+61.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 3.48% | 345.14%-341.7pp | 282.51%-279.0pp | 217.08%-213.6pp |
| Employer contribution / active EE | $5,252 | $2,854+84.0% | $2,721+93.0% | $4,299+22.2% |
| Participant deferral / active EE | $8,473 | $4,454+90.2% | $4,175+102.9% | $6,507+30.2% |
| Admin fee / account holder | $80,024 | $5,568+1337.1% | $5,349+1396.1% | $12,624+533.9% |