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 | $143,943 | $70,756+103.4% | $65,493+119.8% | $142,382+1.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 8.24% | 1754.89%-1746.7pp | 982.45%-974.2pp | 217.08%-208.8pp |
| Employer contribution / active EE | $5,793 | $2,881+101.1% | $2,574+125.1% | $4,299+34.8% |
| Participant deferral / active EE | $9,592 | $4,637+106.9% | $3,961+142.2% | $6,507+47.4% |
| Admin fee / account holder | $23,109 | $6,559+252.3% | $5,028+359.6% | $12,624+83.1% |