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 | $156,151 | $150,440+3.8% | $136,294+14.6% | $147,584+5.8% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 9.41% | 1049.08%-1039.7pp | 5155.94%-5146.5pp | 578.55%-569.1pp |
| Employer contribution / active EE | $2,715 | $5,256-48.3% | $4,695-42.2% | $4,876-44.3% |
| Participant deferral / active EE | $10,507 | $6,630+58.5% | $6,247+68.2% | $5,439+93.2% |
| Admin fee / account holder | $261,277 | $10,905+2295.9% | $9,243+2726.6% | $10,885+2300.3% |