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 | $216,658 | $171,865+26.1% | $149,718+44.7% | $147,584+46.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 7.98% | 2113.22%-2105.2pp | 1501.63%-1493.7pp | 578.55%-570.6pp |
| Employer contribution / active EE | $24,257 | $6,275+286.6% | $5,445+345.5% | $4,876+397.4% |
| Participant deferral / active EE | $16,500 | $7,271+126.9% | $6,569+151.2% | $5,439+203.4% |
| Admin fee / account holder | $340 | $13,799-97.5% | $11,283-97.0% | $10,885-96.9% |