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 | $154,705 | $159,901-3.2% | $146,958+5.3% | $145,922+6.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.65% | 98.13%-89.5pp | 418.34%-409.7pp | 561.29%-552.6pp |
| Employer contribution / active EE | $5,889 | $5,286+11.4% | $4,933+19.4% | $4,660+26.4% |
| Participant deferral / active EE | $11,584 | $8,428+37.4% | $8,070+43.5% | $6,688+73.2% |
| Admin fee / account holder | $189,890 | $15,044+1162.2% | $12,998+1360.9% | $13,397+1317.4% |