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 | $146,908 | $88,751+65.5% | $81,812+79.6% | $145,922+0.7% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.3%+11.0pp | 80.3%+3.1pp |
| Annual return | 8.40% | 1025.40%-1017.0pp | 773.79%-765.4pp | 561.29%-552.9pp |
| Employer contribution / active EE | $8,994 | $3,083+191.7% | $2,912+208.8% | $4,660+93.0% |
| Participant deferral / active EE | $5,712 | $4,643+23.0% | $4,319+32.3% | $6,688-14.6% |
| Admin fee / account holder | $18,717 | $8,415+122.4% | $7,386+153.4% | $13,397+39.7% |