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 | $135,306 | $171,865-21.3% | $149,718-9.6% | $147,584-8.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 6.21% | 2113.22%-2107.0pp | 1501.63%-1495.4pp | 578.55%-572.3pp |
| Employer contribution / active EE | $4,964 | $6,275-20.9% | $5,445-8.8% | $4,876+1.8% |
| Participant deferral / active EE | $8,407 | $7,271+15.6% | $6,569+28.0% | $5,439+54.6% |
| Admin fee / account holder | $31,854 | $13,799+130.8% | $11,283+182.3% | $10,885+192.6% |