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 | $193,382 | $202,318-4.4% | $172,739+12.0% | $152,861+26.5% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 10.09% | 1029.65%-1019.6pp | 802.84%-792.8pp | 345.32%-335.2pp |
| Employer contribution / active EE | $1,939 | $5,856-66.9% | $5,143-62.3% | $4,762-59.3% |
| Participant deferral / active EE | $6,612 | $5,948+11.2% | $5,198+27.2% | $5,850+13.0% |
| Admin fee / account holder | $1,059 | $17,109-93.8% | $13,954-92.4% | $11,596-90.9% |