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 | $143,241 | $114,047+25.6% | $96,139+49.0% | $167,490-14.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 3.93% | 189.88%-186.0pp | 191.94%-188.0pp | 478.56%-474.6pp |
| Employer contribution / active EE | $6,942 | $3,427+102.6% | $2,797+148.2% | $4,837+43.5% |
| Participant deferral / active EE | $20,560 | $5,194+295.9% | $4,349+372.8% | $6,341+224.2% |
| Admin fee / account holder | $486 | $6,897-92.9% | $5,537-91.2% | $12,309-96.0% |