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 | $146,697 | $150,440-2.5% | $136,294+7.6% | $147,584-0.6% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 5.99% | 1049.08%-1043.1pp | 5155.94%-5149.9pp | 578.55%-572.6pp |
| Employer contribution / active EE | $2,438 | $5,256-53.6% | $4,695-48.1% | $4,876-50.0% |
| Participant deferral / active EE | $10,155 | $6,630+53.2% | $6,247+62.6% | $5,439+86.7% |
| Admin fee / account holder | $5,637 | $10,905-48.3% | $9,243-39.0% | $10,885-48.2% |