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 | $237,731 | $150,440+58.0% | $136,294+74.4% | $147,584+61.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.19% | 1049.08%-1040.9pp | 5155.94%-5147.7pp | 578.55%-570.4pp |
| Employer contribution / active EE | $15,440 | $5,256+193.8% | $4,695+228.8% | $4,876+216.6% |
| Participant deferral / active EE | $5,518 | $6,630-16.8% | $6,247-11.7% | $5,439+1.4% |
| Admin fee / account holder | $40,804 | $10,905+274.2% | $9,243+341.4% | $10,885+274.9% |