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 | $151,087 | $202,318-25.3% | $172,739-12.5% | $152,861-1.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 2.66% | 1029.65%-1027.0pp | 802.84%-800.2pp | 345.32%-342.7pp |
| Employer contribution / active EE | $20,823 | $5,856+255.6% | $5,143+304.9% | $4,762+337.2% |
| Participant deferral / active EE | $22,725 | $5,948+282.1% | $5,198+337.2% | $5,850+288.5% |
| Admin fee / account holder | $493 | $17,109-97.1% | $13,954-96.5% | $11,596-95.8% |