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 | $145,324 | $88,751+63.7% | $81,812+77.6% | $145,922-0.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 8.67% | 1025.40%-1016.7pp | 773.79%-765.1pp | 561.29%-552.6pp |
| Employer contribution / active EE | $6,596 | $3,083+113.9% | $2,912+126.5% | $4,660+41.6% |
| Participant deferral / active EE | $7,541 | $4,643+62.4% | $4,319+74.6% | $6,688+12.8% |
| Admin fee / account holder | $108,311 | $8,415+1187.1% | $7,386+1366.4% | $13,397+708.5% |