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 | $178,287 | $226,064-21.1% | $182,532-2.3% | $152,861+16.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 6.54% | 192.51%-186.0pp | 148.54%-142.0pp | 345.32%-338.8pp |
| Employer contribution / active EE | $3,363 | $4,978-32.5% | $4,076-17.5% | $4,762-29.4% |
| Participant deferral / active EE | $4,507 | $6,368-29.2% | $5,524-18.4% | $5,850-23.0% |
| Admin fee / account holder | $1,151 | $10,703-89.2% | $8,592-86.6% | $11,596-90.1% |