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 | $189,707 | $150,440+26.1% | $136,294+39.2% | $147,584+28.5% |
| Participation rate | 95.0% | 84.4%+10.6pp | 81.9%+13.1pp | 82.8%+12.2pp |
| Annual return | 9.24% | 1049.08%-1039.8pp | 5155.94%-5146.7pp | 578.55%-569.3pp |
| Employer contribution / active EE | $1,927 | $5,256-63.3% | $4,695-59.0% | $4,876-60.5% |
| Participant deferral / active EE | $4,964 | $6,630-25.1% | $6,247-20.5% | $5,439-8.7% |
| Admin fee / account holder | $7,781 | $10,905-28.6% | $9,243-15.8% | $10,885-28.5% |