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 | $162,628 | $150,440+8.1% | $136,294+19.3% | $147,584+10.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 4.99% | 1049.08%-1044.1pp | 5155.94%-5150.9pp | 578.55%-573.6pp |
| Employer contribution / active EE | $8,539 | $5,256+62.5% | $4,695+81.9% | $4,876+75.1% |
| Participant deferral / active EE | $7,853 | $6,630+18.4% | $6,247+25.7% | $5,439+44.4% |
| Admin fee / account holder | $377 | $10,905-96.5% | $9,243-95.9% | $10,885-96.5% |