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 | $185,845 | $183,963+1.0% | $162,163+14.6% | $152,861+21.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 4.61% | 150.76%-146.2pp | 115.59%-111.0pp | 345.32%-340.7pp |
| Employer contribution / active EE | $1,512 | $6,371-76.3% | $5,614-73.1% | $4,762-68.2% |
| Participant deferral / active EE | $5,821 | $8,034-27.5% | $7,298-20.2% | $5,850-0.5% |
| Admin fee / account holder | $3,165 | $13,121-75.9% | $10,843-70.8% | $11,596-72.7% |