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 | $209,587 | $202,318+3.6% | $172,739+21.3% | $152,861+37.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 10.47% | 1029.65%-1019.2pp | 802.84%-792.4pp | 345.32%-334.9pp |
| Employer contribution / active EE | $9,840 | $5,856+68.0% | $5,143+91.3% | $4,762+106.6% |
| Participant deferral / active EE | $8,408 | $5,948+41.4% | $5,198+61.8% | $5,850+43.7% |
| Admin fee / account holder | $6,765 | $17,109-60.5% | $13,954-51.5% | $11,596-41.7% |