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 | $135,249 | $150,440-10.1% | $136,294-0.8% | $147,584-8.4% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 1.33% | 1049.08%-1047.7pp | 5155.94%-5154.6pp | 578.55%-577.2pp |
| Employer contribution / active EE | $9,874 | $5,256+87.9% | $4,695+110.3% | $4,876+102.5% |
| Participant deferral / active EE | $11,808 | $6,630+78.1% | $6,247+89.0% | $5,439+117.1% |
| Admin fee / account holder | $703 | $10,905-93.6% | $9,243-92.4% | $10,885-93.5% |