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 | $189,205 | $88,751+113.2% | $81,812+131.3% | $145,922+29.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 6.93% | 1025.40%-1018.5pp | 773.79%-766.9pp | 561.29%-554.4pp |
| Employer contribution / active EE | $7,444 | $3,083+141.4% | $2,912+155.6% | $4,660+59.8% |
| Participant deferral / active EE | $10,299 | $4,643+121.8% | $4,319+138.5% | $6,688+54.0% |
| Admin fee / account holder | $1,673 | $8,415-80.1% | $7,386-77.4% | $13,397-87.5% |