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 | $154,619 | $202,318-23.6% | $172,739-10.5% | $152,861+1.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 3.28% | 1029.65%-1026.4pp | 802.84%-799.6pp | 345.32%-342.0pp |
| Employer contribution / active EE | $10,016 | $5,856+71.0% | $5,143+94.8% | $4,762+110.3% |
| Participant deferral / active EE | $2,467 | $5,948-58.5% | $5,198-52.5% | $5,850-57.8% |
| Admin fee / account holder | $4,620 | $17,109-73.0% | $13,954-66.9% | $11,596-60.2% |