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 | $210,508 | $150,440+39.9% | $136,294+54.5% | $147,584+42.6% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 10.08% | 1049.08%-1039.0pp | 5155.94%-5145.9pp | 578.55%-568.5pp |
| Employer contribution / active EE | $6,473 | $5,256+23.1% | $4,695+37.8% | $4,876+32.7% |
| Participant deferral / active EE | $7,534 | $6,630+13.6% | $6,247+20.6% | $5,439+38.5% |
| Admin fee / account holder | $12,522 | $10,905+14.8% | $9,243+35.5% | $10,885+15.0% |