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 | $202,463 | $150,440+34.6% | $136,294+48.5% | $147,584+37.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.03% | 1049.08%-1040.1pp | 5155.94%-5146.9pp | 578.55%-569.5pp |
| Employer contribution / active EE | $17,275 | $5,256+228.7% | $4,695+267.9% | $4,876+254.3% |
| Participant deferral / active EE | $8,229 | $6,630+24.1% | $6,247+31.7% | $5,439+51.3% |
| Admin fee / account holder | $158,005 | $10,905+1348.9% | $9,243+1609.4% | $10,885+1351.6% |