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 | $169,197 | $88,751+90.6% | $81,812+106.8% | $145,922+16.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 7.58% | 1025.40%-1017.8pp | 773.79%-766.2pp | 561.29%-553.7pp |
| Employer contribution / active EE | $4,068 | $3,083+31.9% | $2,912+39.7% | $4,660-12.7% |
| Participant deferral / active EE | $9,572 | $4,643+106.1% | $4,319+121.6% | $6,688+43.1% |
| Admin fee / account holder | $13,132 | $8,415+56.0% | $7,386+77.8% | $13,397-2.0% |