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 | $168,208 | $150,440+11.8% | $136,294+23.4% | $147,584+14.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.42% | 1049.08%-1039.7pp | 5155.94%-5146.5pp | 578.55%-569.1pp |
| Employer contribution / active EE | $7,840 | $5,256+49.2% | $4,695+67.0% | $4,876+60.8% |
| Participant deferral / active EE | $8,202 | $6,630+23.7% | $6,247+31.3% | $5,439+50.8% |
| Admin fee / account holder | $17,505 | $10,905+60.5% | $9,243+89.4% | $10,885+60.8% |