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 | $85,233 | $202,318-57.9% | $172,739-50.7% | $152,861-44.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 4.42% | 1029.65%-1025.2pp | 802.84%-798.4pp | 345.32%-340.9pp |
| Employer contribution / active EE | $9,657 | $5,856+64.9% | $5,143+87.8% | $4,762+102.8% |
| Participant deferral / active EE | $3,859 | $5,948-35.1% | $5,198-25.8% | $5,850-34.0% |
| Admin fee / account holder | $84,190 | $17,109+392.1% | $13,954+503.3% | $11,596+626.0% |