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 | $144,842 | $88,751+63.2% | $81,812+77.0% | $145,922-0.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 5.14% | 1025.40%-1020.3pp | 773.79%-768.7pp | 561.29%-556.1pp |
| Employer contribution / active EE | $8,323 | $3,083+169.9% | $2,912+185.8% | $4,660+78.6% |
| Participant deferral / active EE | $7,201 | $4,643+55.1% | $4,319+66.7% | $6,688+7.7% |
| Admin fee / account holder | $187,519 | $8,415+2128.3% | $7,386+2438.9% | $13,397+1299.7% |