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 | $118,101 | $88,751+33.1% | $81,812+44.4% | $145,922-19.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 7.35% | 1025.40%-1018.0pp | 773.79%-766.4pp | 561.29%-553.9pp |
| Employer contribution / active EE | $3,448 | $3,083+11.8% | $2,912+18.4% | $4,660-26.0% |
| Participant deferral / active EE | $6,795 | $4,643+46.3% | $4,319+57.3% | $6,688+1.6% |
| Admin fee / account holder | $24,240 | $8,415+188.0% | $7,386+228.2% | $13,397+80.9% |