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 | $159,672 | $150,440+6.1% | $136,294+17.2% | $147,584+8.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 3.18% | 1049.08%-1045.9pp | 5155.94%-5152.8pp | 578.55%-575.4pp |
| Employer contribution / active EE | $1,637 | $5,256-68.9% | $4,695-65.1% | $4,876-66.4% |
| Participant deferral / active EE | $11,407 | $6,630+72.0% | $6,247+82.6% | $5,439+109.7% |
| Admin fee / account holder | $1,251 | $10,905-88.5% | $9,243-86.5% | $10,885-88.5% |