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 | $135,956 | $202,318-32.8% | $172,739-21.3% | $152,861-11.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 12.26% | 1029.65%-1017.4pp | 802.84%-790.6pp | 345.32%-333.1pp |
| Employer contribution / active EE | $3,311 | $5,856-43.5% | $5,143-35.6% | $4,762-30.5% |
| Participant deferral / active EE | $5,646 | $5,948-5.1% | $5,198+8.6% | $5,850-3.5% |
| Admin fee / account holder | $801 | $17,109-95.3% | $13,954-94.3% | $11,596-93.1% |