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 9-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 | $231,675 | $202,318+14.5% | $172,739+34.1% | $152,861+51.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 10.37% | 1029.65%-1019.3pp | 802.84%-792.5pp | 345.32%-335.0pp |
| Employer contribution / active EE | $2,924 | $5,856-50.1% | $5,143-43.2% | $4,762-38.6% |
| Participant deferral / active EE | $3,561 | $5,948-40.1% | $5,198-31.5% | $5,850-39.1% |
| Admin fee / account holder | $2,020 | $17,109-88.2% | $13,954-85.5% | $11,596-82.6% |