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 | $155,351 | $202,318-23.2% | $172,739-10.1% | $152,861+1.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 11.92% | 1029.65%-1017.7pp | 802.84%-790.9pp | 345.32%-333.4pp |
| Employer contribution / active EE | $1,851 | $5,856-68.4% | $5,143-64.0% | $4,762-61.1% |
| Participant deferral / active EE | $4,911 | $5,948-17.4% | $5,198-5.5% | $5,850-16.1% |
| Admin fee / account holder | $1,857 | $17,109-89.1% | $13,954-86.7% | $11,596-84.0% |