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 | $208,525 | $88,751+135.0% | $81,812+154.9% | $145,922+42.9% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 7.41% | 1025.40%-1018.0pp | 773.79%-766.4pp | 561.29%-553.9pp |
| Employer contribution / active EE | $17,767 | $3,083+476.2% | $2,912+510.1% | $4,660+281.3% |
| Participant deferral / active EE | $5,506 | $4,643+18.6% | $4,319+27.5% | $6,688-17.7% |
| Admin fee / account holder | $141,758 | $8,415+1584.5% | $7,386+1819.3% | $13,397+958.1% |