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 | $221,661 | $150,440+47.3% | $136,294+62.6% | $147,584+50.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.64% | 1049.08%-1041.4pp | 5155.94%-5148.3pp | 578.55%-570.9pp |
| Employer contribution / active EE | $12,955 | $5,256+146.5% | $4,695+175.9% | $4,876+165.7% |
| Participant deferral / active EE | $10,241 | $6,630+54.5% | $6,247+63.9% | $5,439+88.3% |
| Admin fee / account holder | $303 | $10,905-97.2% | $9,243-96.7% | $10,885-97.2% |