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 | $157,698 | $150,440+4.8% | $136,294+15.7% | $147,584+6.9% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 8.64% | 1049.08%-1040.4pp | 5155.94%-5147.3pp | 578.55%-569.9pp |
| Employer contribution / active EE | $2,449 | $5,256-53.4% | $4,695-47.8% | $4,876-49.8% |
| Participant deferral / active EE | $4,397 | $6,630-33.7% | $6,247-29.6% | $5,439-19.1% |
| Admin fee / account holder | $1,599 | $10,905-85.3% | $9,243-82.7% | $10,885-85.3% |