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 | $117,969 | $202,318-41.7% | $172,739-31.7% | $152,861-22.8% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.4%+9.2pp |
| Annual return | 10.39% | 1029.65%-1019.3pp | 802.84%-792.5pp | 345.32%-334.9pp |
| Employer contribution / active EE | $4,822 | $5,856-17.7% | $5,143-6.2% | $4,762+1.3% |
| Participant deferral / active EE | $7,707 | $5,948+29.6% | $5,198+48.3% | $5,850+31.7% |
| Admin fee / account holder | $107,248 | $17,109+526.9% | $13,954+668.6% | $11,596+824.8% |