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 | $140,237 | $202,318-30.7% | $172,739-18.8% | $152,861-8.3% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 4.41% | 1029.65%-1025.2pp | 802.84%-798.4pp | 345.32%-340.9pp |
| Employer contribution / active EE | $9,017 | $5,856+54.0% | $5,143+75.3% | $4,762+89.3% |
| Participant deferral / active EE | $4,481 | $5,948-24.7% | $5,198-13.8% | $5,850-23.4% |
| Admin fee / account holder | $423 | $17,109-97.5% | $13,954-97.0% | $11,596-96.4% |