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 9-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 | $172,265 | $165,335+4.2% | $149,696+15.1% | $158,922+8.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.07% | 348.15%-340.1pp | 276.60%-268.5pp | 302.83%-294.8pp |
| Employer contribution / active EE | $3,663 | $5,103-28.2% | $4,644-21.1% | $4,761-23.1% |
| Participant deferral / active EE | $23,833 | $7,181+231.9% | $6,842+248.4% | $5,982+298.4% |
| Admin fee / account holder | $947 | $10,807-91.2% | $9,309-89.8% | $11,246-91.6% |