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 | $212,737 | $150,440+41.4% | $136,294+56.1% | $147,584+44.1% |
| Participation rate | 92.9% | 84.4%+8.4pp | 81.9%+10.9pp | 82.8%+10.0pp |
| Annual return | 5.62% | 1049.08%-1043.5pp | 5155.94%-5150.3pp | 578.55%-572.9pp |
| Employer contribution / active EE | $5,074 | $5,256-3.5% | $4,695+8.1% | $4,876+4.1% |
| Participant deferral / active EE | $8,222 | $6,630+24.0% | $6,247+31.6% | $5,439+51.2% |
| Admin fee / account holder | $8,421 | $10,905-22.8% | $9,243-8.9% | $10,885-22.6% |