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 | $174,999 | $209,411-16.4% | $178,490-2.0% | $158,922+10.1% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 3.60% | 188.75%-185.1pp | 151.07%-147.5pp | 302.83%-299.2pp |
| Employer contribution / active EE | $10,987 | $5,706+92.5% | $5,011+119.3% | $4,761+130.8% |
| Participant deferral / active EE | $7,693 | $5,954+29.2% | $5,202+47.9% | $5,982+28.6% |
| Admin fee / account holder | $3,524 | $17,074-79.4% | $13,984-74.8% | $11,246-68.7% |