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 | $218,727 | $217,402+0.6% | $185,823+17.7% | $167,490+30.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 7.71% | 148.36%-140.6pp | 122.05%-114.3pp | 478.56%-470.8pp |
| Employer contribution / active EE | $16,929 | $5,873+188.2% | $5,167+227.6% | $4,837+249.9% |
| Participant deferral / active EE | $10,206 | $6,356+60.6% | $5,568+83.3% | $6,341+60.9% |
| Admin fee / account holder | $53,672 | $19,811+170.9% | $16,237+230.5% | $12,309+336.0% |