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 | $160,239 | $202,318-20.8% | $172,739-7.2% | $152,861+4.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 4.54% | 1029.65%-1025.1pp | 802.84%-798.3pp | 345.32%-340.8pp |
| Employer contribution / active EE | $4,473 | $5,856-23.6% | $5,143-13.0% | $4,762-6.1% |
| Participant deferral / active EE | $6,384 | $5,948+7.3% | $5,198+22.8% | $5,850+9.1% |
| Admin fee / account holder | $38,440 | $17,109+124.7% | $13,954+175.5% | $11,596+231.5% |