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 | $231,224 | $150,440+53.7% | $136,294+69.7% | $147,584+56.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.82% | 1049.08%-1039.3pp | 5155.94%-5146.1pp | 578.55%-568.7pp |
| Employer contribution / active EE | $14,697 | $5,256+179.6% | $4,695+213.0% | $4,876+201.4% |
| Participant deferral / active EE | $12,276 | $6,630+85.1% | $6,247+96.5% | $5,439+125.7% |
| Admin fee / account holder | $28,344 | $10,905+159.9% | $9,243+206.6% | $10,885+160.4% |