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 | $211,797 | $88,751+138.6% | $81,812+158.9% | $145,922+45.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.10% | 1025.40%-1016.3pp | 773.79%-764.7pp | 561.29%-552.2pp |
| Employer contribution / active EE | $9,087 | $3,083+194.7% | $2,912+212.0% | $4,660+95.0% |
| Participant deferral / active EE | $23,451 | $4,643+405.1% | $4,319+443.0% | $6,688+250.7% |
| Admin fee / account holder | $1,734 | $8,415-79.4% | $7,386-76.5% | $13,397-87.1% |