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 | $180,213 | $171,865+4.9% | $149,718+20.4% | $147,584+22.1% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 3.67% | 2113.22%-2109.5pp | 1501.63%-1498.0pp | 578.55%-574.9pp |
| Employer contribution / active EE | $30,579 | $6,275+387.3% | $5,445+461.6% | $4,876+527.1% |
| Participant deferral / active EE | $13,733 | $7,271+88.9% | $6,569+109.1% | $5,439+152.5% |
| Admin fee / account holder | $88,083 | $13,799+538.3% | $11,283+680.7% | $10,885+709.2% |