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 | $223,373 | $57,281+290.0% | $86,612+157.9% | $75,163+197.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 7.20% | 2670.75%-2663.6pp | 591.07%-583.9pp | 160.62%-153.4pp |
| Employer contribution / active EE | $23,580 | $2,314+918.8% | $3,022+680.2% | $2,670+783.2% |
| Participant deferral / active EE | $12,487 | $3,318+276.4% | $4,438+181.4% | $4,125+202.7% |
| Admin fee / account holder | $16,569 | $4,112+303.0% | $5,614+195.1% | $5,651+193.2% |