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 | $241,833 | $202,318+19.5% | $172,739+40.0% | $152,861+58.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 7.89% | 1029.65%-1021.8pp | 802.84%-794.9pp | 345.32%-337.4pp |
| Employer contribution / active EE | $2,648 | $5,856-54.8% | $5,143-48.5% | $4,762-44.4% |
| Participant deferral / active EE | $15,951 | $5,948+168.2% | $5,198+206.9% | $5,850+172.7% |
| Admin fee / account holder | $12,178 | $17,109-28.8% | $13,954-12.7% | $11,596+5.0% |