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 9-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 | $69,749 | $57,281+21.8% | $86,612-19.5% | $75,163-7.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 5.95% | 2670.75%-2664.8pp | 591.07%-585.1pp | 160.62%-154.7pp |
| Employer contribution / active EE | $7,969 | $2,314+244.3% | $3,022+163.7% | $2,670+198.5% |
| Participant deferral / active EE | $6,757 | $3,318+103.7% | $4,438+52.3% | $4,125+63.8% |
| Admin fee / account holder | $9,658 | $4,112+134.9% | $5,614+72.0% | $5,651+70.9% |