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 | $153,345 | $150,440+1.9% | $136,294+12.5% | $147,584+3.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.63% | 1049.08%-1041.5pp | 5155.94%-5148.3pp | 578.55%-570.9pp |
| Employer contribution / active EE | $1,958 | $5,256-62.7% | $4,695-58.3% | $4,876-59.8% |
| Participant deferral / active EE | $5,760 | $6,630-13.1% | $6,247-7.8% | $5,439+5.9% |
| Admin fee / account holder | $1,042 | $10,905-90.4% | $9,243-88.7% | $10,885-90.4% |