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 | $134,905 | $150,440-10.3% | $136,294-1.0% | $147,584-8.6% |
| 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 | $10,601 | $5,256+101.7% | $4,695+125.8% | $4,876+117.4% |
| Participant deferral / active EE | $9,652 | $6,630+45.6% | $6,247+54.5% | $5,439+77.5% |
| Admin fee / account holder | $4,058 | $10,905-62.8% | $9,243-56.1% | $10,885-62.7% |