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 | $85,297 | $96,305-11.4% | $80,569+5.9% | $139,434-38.8% |
| Participation rate | 85.7% | 73.6%+12.1pp | 67.0%+18.7pp | 80.3%+5.4pp |
| Annual return | 9.55% | 1350.08%-1340.5pp | 935.43%-925.9pp | 372.94%-363.4pp |
| Employer contribution / active EE | $4,175 | $3,262+28.0% | $2,723+53.3% | $4,751-12.1% |
| Participant deferral / active EE | $9,642 | $5,232+84.3% | $4,447+116.8% | $6,710+43.7% |
| Admin fee / account holder | $34,447 | $6,599+422.0% | $5,377+540.6% | $11,403+202.1% |