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 | $165,956 | $150,440+10.3% | $136,294+21.8% | $147,584+12.4% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 10.40% | 1049.08%-1038.7pp | 5155.94%-5145.5pp | 578.55%-568.1pp |
| Employer contribution / active EE | $2,835 | $5,256-46.1% | $4,695-39.6% | $4,876-41.9% |
| Participant deferral / active EE | $12,430 | $6,630+87.5% | $6,247+99.0% | $5,439+128.5% |
| Admin fee / account holder | $119,056 | $10,905+991.7% | $9,243+1188.0% | $10,885+993.7% |