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 | $116,557 | $150,440-22.5% | $136,294-14.5% | $147,584-21.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.95% | 1049.08%-1041.1pp | 5155.94%-5148.0pp | 578.55%-570.6pp |
| Employer contribution / active EE | $10,893 | $5,256+107.2% | $4,695+132.0% | $4,876+123.4% |
| Participant deferral / active EE | $6,350 | $6,630-4.2% | $6,247+1.7% | $5,439+16.8% |
| Admin fee / account holder | $12,270 | $10,905+12.5% | $9,243+32.7% | $10,885+12.7% |