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 | $171,572 | $202,318-15.2% | $172,739-0.7% | $152,861+12.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 0.72% | 1029.65%-1028.9pp | 802.84%-802.1pp | 345.32%-344.6pp |
| Employer contribution / active EE | $4,870 | $5,856-16.8% | $5,143-5.3% | $4,762+2.3% |
| Participant deferral / active EE | $2,758 | $5,948-53.6% | $5,198-46.9% | $5,850-52.9% |
| Admin fee / account holder | $96,684 | $17,109+465.1% | $13,954+592.9% | $11,596+733.7% |