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 | $143,973 | $88,751+62.2% | $81,812+76.0% | $145,922-1.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 7.95% | 1025.40%-1017.4pp | 773.79%-765.8pp | 561.29%-553.3pp |
| Employer contribution / active EE | $8,950 | $3,083+190.3% | $2,912+207.3% | $4,660+92.1% |
| Participant deferral / active EE | $6,175 | $4,643+33.0% | $4,319+43.0% | $6,688-7.7% |
| Admin fee / account holder | $18,549 | $8,415+120.4% | $7,386+151.1% | $13,397+38.5% |