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 | $148,607 | $150,440-1.2% | $136,294+9.0% | $147,584+0.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.57% | 1049.08%-1040.5pp | 5155.94%-5147.4pp | 578.55%-570.0pp |
| Employer contribution / active EE | $10,441 | $5,256+98.6% | $4,695+122.4% | $4,876+114.1% |
| Participant deferral / active EE | $18,561 | $6,630+179.9% | $6,247+197.1% | $5,439+241.3% |
| Admin fee / account holder | $22,446 | $10,905+105.8% | $9,243+142.8% | $10,885+106.2% |