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 | $131,072 | $202,318-35.2% | $172,739-24.1% | $152,861-14.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 2.08% | 1029.65%-1027.6pp | 802.84%-800.8pp | 345.32%-343.2pp |
| Employer contribution / active EE | $9,212 | $5,856+57.3% | $5,143+79.1% | $4,762+93.4% |
| Participant deferral / active EE | $4,866 | $5,948-18.2% | $5,198-6.4% | $5,850-16.8% |
| Admin fee / account holder | $2,139 | $17,109-87.5% | $13,954-84.7% | $11,596-81.6% |