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 | $238,514 | $202,318+17.9% | $172,739+38.1% | $152,861+56.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 1.60% | 1029.65%-1028.0pp | 802.84%-801.2pp | 345.32%-343.7pp |
| Employer contribution / active EE | $9,113 | $5,856+55.6% | $5,143+77.2% | $4,762+91.3% |
| Participant deferral / active EE | $6,161 | $5,948+3.6% | $5,198+18.5% | $5,850+5.3% |
| Admin fee / account holder | $118,965 | $17,109+595.3% | $13,954+752.6% | $11,596+925.9% |