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 | $239,664 | $150,440+59.3% | $136,294+75.8% | $147,584+62.4% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 7.75% | 1049.08%-1041.3pp | 5155.94%-5148.2pp | 578.55%-570.8pp |
| Employer contribution / active EE | $9,822 | $5,256+86.9% | $4,695+109.2% | $4,876+101.4% |
| Participant deferral / active EE | $3,608 | $6,630-45.6% | $6,247-42.2% | $5,439-33.7% |
| Admin fee / account holder | $1,461 | $10,905-86.6% | $9,243-84.2% | $10,885-86.6% |