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 | $191,226 | $150,440+27.1% | $136,294+40.3% | $147,584+29.6% |
| Participation rate | 89.5% | 84.4%+5.1pp | 81.9%+7.6pp | 82.8%+6.6pp |
| Annual return | 10.21% | 1049.08%-1038.9pp | 5155.94%-5145.7pp | 578.55%-568.3pp |
| Employer contribution / active EE | $5,284 | $5,256+0.5% | $4,695+12.5% | $4,876+8.4% |
| Participant deferral / active EE | $11,589 | $6,630+74.8% | $6,247+85.5% | $5,439+113.1% |
| Admin fee / account holder | $1,647 | $10,905-84.9% | $9,243-82.2% | $10,885-84.9% |