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 | $208,026 | $104,974+98.2% | $95,585+117.6% | $142,382+46.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 9.35% | 210.33%-201.0pp | 38.56%-29.2pp | 217.08%-207.7pp |
| Employer contribution / active EE | $2,322 | $2,779-16.4% | $2,527-8.1% | $4,299-46.0% |
| Participant deferral / active EE | $7,339 | $4,352+68.6% | $4,023+82.4% | $6,507+12.8% |
| Admin fee / account holder | $52,058 | $6,386+715.2% | $6,127+749.6% | $12,624+312.4% |