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 | $210,850 | $150,440+40.2% | $136,294+54.7% | $147,584+42.9% |
| Participation rate | 84.6% | 84.4%+0.2pp | 81.9%+2.7pp | 82.8%+1.8pp |
| Annual return | 7.17% | 1049.08%-1041.9pp | 5155.94%-5148.8pp | 578.55%-571.4pp |
| Employer contribution / active EE | $3,778 | $5,256-28.1% | $4,695-19.5% | $4,876-22.5% |
| Participant deferral / active EE | $7,087 | $6,630+6.9% | $6,247+13.4% | $5,439+30.3% |
| Admin fee / account holder | $1,722 | $10,905-84.2% | $9,243-81.4% | $10,885-84.2% |