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 | $247,367 | $150,440+64.4% | $136,294+81.5% | $147,584+67.6% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 9.36% | 1049.08%-1039.7pp | 5155.94%-5146.6pp | 578.55%-569.2pp |
| Employer contribution / active EE | $15,275 | $5,256+190.6% | $4,695+225.3% | $4,876+213.3% |
| Participant deferral / active EE | $8,719 | $6,630+31.5% | $6,247+39.6% | $5,439+60.3% |
| Admin fee / account holder | $2,480 | $10,905-77.3% | $9,243-73.2% | $10,885-77.2% |