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 | $180,421 | $150,440+19.9% | $136,294+32.4% | $147,584+22.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.05% | 1049.08%-1042.0pp | 5155.94%-5148.9pp | 578.55%-571.5pp |
| Employer contribution / active EE | $4,939 | $5,256-6.0% | $4,695+5.2% | $4,876+1.3% |
| Participant deferral / active EE | $10,850 | $6,630+63.6% | $6,247+73.7% | $5,439+99.5% |
| Admin fee / account holder | $652 | $10,905-94.0% | $9,243-92.9% | $10,885-94.0% |