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 | $204,750 | $93,373+119.3% | $152,466+34.3% | $85,850+138.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 78.2%+21.8pp | 69.3%+30.7pp |
| Annual return | 10.94% | 21.84%-10.9pp | 757.33%-746.4pp | 318.53%-307.6pp |
| Employer contribution / active EE | $9,266 | $2,996+209.3% | $4,327+114.2% | $2,565+261.2% |
| Participant deferral / active EE | $3,827 | $4,550-15.9% | $5,820-34.3% | $3,952-3.2% |
| Admin fee / account holder | $14,533 | $13,853+4.9% | $15,805-8.1% | $6,260+132.2% |