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 | $130,292 | $150,440-13.4% | $136,294-4.4% | $147,584-11.7% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 10.37% | 1049.08%-1038.7pp | 5155.94%-5145.6pp | 578.55%-568.2pp |
| Employer contribution / active EE | $11,235 | $5,256+113.7% | $4,695+139.3% | $4,876+130.4% |
| Participant deferral / active EE | $8,143 | $6,630+22.8% | $6,247+30.4% | $5,439+49.7% |
| Admin fee / account holder | $17,393 | $10,905+59.5% | $9,243+88.2% | $10,885+59.8% |