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 | $200,795 | $96,305+108.5% | $80,569+149.2% | $139,434+44.0% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 6.14% | 1350.08%-1343.9pp | 935.43%-929.3pp | 372.94%-366.8pp |
| Employer contribution / active EE | $6,189 | $3,262+89.7% | $2,723+127.2% | $4,751+30.3% |
| Participant deferral / active EE | $18,086 | $5,232+245.7% | $4,447+306.7% | $6,710+169.5% |
| Admin fee / account holder | $12,168 | $6,599+84.4% | $5,377+126.3% | $11,403+6.7% |