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 | $244,601 | $202,318+20.9% | $172,739+41.6% | $152,861+60.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 7.17% | 1029.65%-1022.5pp | 802.84%-795.7pp | 345.32%-338.1pp |
| Employer contribution / active EE | $4,388 | $5,856-25.1% | $5,143-14.7% | $4,762-7.9% |
| Participant deferral / active EE | $8,427 | $5,948+41.7% | $5,198+62.1% | $5,850+44.0% |
| Admin fee / account holder | $904 | $17,109-94.7% | $13,954-93.5% | $11,596-92.2% |