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 | $238,615 | $176,056+35.5% | $159,436+49.7% | $167,490+42.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.21% | 331.75%-322.5pp | 263.57%-254.4pp | 478.56%-469.4pp |
| Employer contribution / active EE | $10,322 | $5,297+94.9% | $4,829+113.7% | $4,837+113.4% |
| Participant deferral / active EE | $8,121 | $7,750+4.8% | $7,352+10.5% | $6,341+28.1% |
| Admin fee / account holder | $190,778 | $12,554+1419.7% | $10,799+1666.7% | $12,309+1449.9% |