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 | $129,067 | $150,440-14.2% | $136,294-5.3% | $147,584-12.5% |
| Participation rate | 92.3% | 84.4%+7.9pp | 81.9%+10.4pp | 82.8%+9.5pp |
| Annual return | 9.86% | 1049.08%-1039.2pp | 5155.94%-5146.1pp | 578.55%-568.7pp |
| Employer contribution / active EE | $9,229 | $5,256+75.6% | $4,695+96.5% | $4,876+89.3% |
| Participant deferral / active EE | $5,492 | $6,630-17.2% | $6,247-12.1% | $5,439+1.0% |
| Admin fee / account holder | $1,894 | $10,905-82.6% | $9,243-79.5% | $10,885-82.6% |