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 | $159,995 | $150,440+6.4% | $136,294+17.4% | $147,584+8.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.35% | 1049.08%-1040.7pp | 5155.94%-5147.6pp | 578.55%-570.2pp |
| Employer contribution / active EE | $3,600 | $5,256-31.5% | $4,695-23.3% | $4,876-26.2% |
| Participant deferral / active EE | $8,000 | $6,630+20.7% | $6,247+28.1% | $5,439+47.1% |
| Admin fee / account holder | $7,444 | $10,905-31.7% | $9,243-19.5% | $10,885-31.6% |