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 | $131,706 | $150,440-12.5% | $136,294-3.4% | $147,584-10.8% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 10.00% | 1049.08%-1039.1pp | 5155.94%-5145.9pp | 578.55%-568.5pp |
| Employer contribution / active EE | $4,279 | $5,256-18.6% | $4,695-8.9% | $4,876-12.2% |
| Participant deferral / active EE | $11,474 | $6,630+73.0% | $6,247+83.7% | $5,439+111.0% |
| Admin fee / account holder | $124,969 | $10,905+1045.9% | $9,243+1252.0% | $10,885+1048.1% |