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 | $177,218 | $88,751+99.7% | $81,812+116.6% | $145,922+21.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 7.51% | 1025.40%-1017.9pp | 773.79%-766.3pp | 561.29%-553.8pp |
| Employer contribution / active EE | $2,623 | $3,083-14.9% | $2,912-9.9% | $4,660-43.7% |
| Participant deferral / active EE | $8,375 | $4,643+80.4% | $4,319+93.9% | $6,688+25.2% |
| Admin fee / account holder | $1,058 | $8,415-87.4% | $7,386-85.7% | $13,397-92.1% |