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 | $205,309 | $150,440+36.5% | $136,294+50.6% | $147,584+39.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 1.31% | 1049.08%-1047.8pp | 5155.94%-5154.6pp | 578.55%-577.2pp |
| Employer contribution / active EE | $5,525 | $5,256+5.1% | $4,695+17.7% | $4,876+13.3% |
| Participant deferral / active EE | $10,608 | $6,630+60.0% | $6,247+69.8% | $5,439+95.1% |
| Admin fee / account holder | $5,840 | $10,905-46.5% | $9,243-36.8% | $10,885-46.4% |