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 | $180,274 | $209,832-14.1% | $189,513-4.9% | $167,490+7.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 8.07% | 748.27%-740.2pp | 555.15%-547.1pp | 478.56%-470.5pp |
| Employer contribution / active EE | $6,284 | $6,914-9.1% | $6,162+2.0% | $4,837+29.9% |
| Participant deferral / active EE | $12,529 | $8,935+40.2% | $8,221+52.4% | $6,341+97.6% |
| Admin fee / account holder | $182,849 | $14,293+1179.3% | $12,045+1418.1% | $12,309+1385.5% |