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 | $172,405 | $88,751+94.3% | $81,812+110.7% | $145,922+18.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 5.10% | 1025.40%-1020.3pp | 773.79%-768.7pp | 561.29%-556.2pp |
| Employer contribution / active EE | $13,574 | $3,083+340.3% | $2,912+366.1% | $4,660+191.3% |
| Participant deferral / active EE | $6,471 | $4,643+39.4% | $4,319+49.8% | $6,688-3.2% |
| Admin fee / account holder | $49,321 | $8,415+486.1% | $7,386+567.8% | $13,397+268.1% |