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 | $141,459 | $150,440-6.0% | $136,294+3.8% | $147,584-4.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.20% | 1049.08%-1038.9pp | 5155.94%-5145.7pp | 578.55%-568.4pp |
| Employer contribution / active EE | $7,661 | $5,256+45.7% | $4,695+63.1% | $4,876+57.1% |
| Participant deferral / active EE | $8,051 | $6,630+21.4% | $6,247+28.9% | $5,439+48.0% |
| Admin fee / account holder | $4,485 | $10,905-58.9% | $9,243-51.5% | $10,885-58.8% |