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 | $206,016 | $150,440+36.9% | $136,294+51.2% | $147,584+39.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.10% | 1049.08%-1039.0pp | 5155.94%-5145.8pp | 578.55%-568.4pp |
| Employer contribution / active EE | $13,889 | $5,256+164.2% | $4,695+195.8% | $4,876+184.8% |
| Participant deferral / active EE | $2,470 | $6,630-62.7% | $6,247-60.5% | $5,439-54.6% |
| Admin fee / account holder | $13,759 | $10,905+26.2% | $9,243+48.9% | $10,885+26.4% |