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 | $191,748 | $202,318-5.2% | $172,739+11.0% | $152,861+25.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 2.38% | 1029.65%-1027.3pp | 802.84%-800.5pp | 345.32%-342.9pp |
| Employer contribution / active EE | $4,372 | $5,856-25.3% | $5,143-15.0% | $4,762-8.2% |
| Participant deferral / active EE | $4,277 | $5,948-28.1% | $5,198-17.7% | $5,850-26.9% |
| Admin fee / account holder | $2,772 | $17,109-83.8% | $13,954-80.1% | $11,596-76.1% |