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 | $66,690 | $150,440-55.7% | $136,294-51.1% | $147,584-54.8% |
| Participation rate | 95.0% | 84.4%+10.6pp | 81.9%+13.1pp | 82.8%+12.2pp |
| Annual return | 10.38% | 1049.08%-1038.7pp | 5155.94%-5145.6pp | 578.55%-568.2pp |
| Employer contribution / active EE | $6,991 | $5,256+33.0% | $4,695+48.9% | $4,876+43.4% |
| Participant deferral / active EE | $3,866 | $6,630-41.7% | $6,247-38.1% | $5,439-28.9% |
| Admin fee / account holder | $25,933 | $10,905+137.8% | $9,243+180.6% | $10,885+138.2% |