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 | $220,676 | $217,402+1.5% | $185,823+18.8% | $167,490+31.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 5.41% | 148.36%-143.0pp | 122.05%-116.6pp | 478.56%-473.1pp |
| Employer contribution / active EE | $7,963 | $5,873+35.6% | $5,167+54.1% | $4,837+64.6% |
| Participant deferral / active EE | $6,872 | $6,356+8.1% | $5,568+23.4% | $6,341+8.4% |
| Admin fee / account holder | $1,696 | $19,811-91.4% | $16,237-89.6% | $12,309-86.2% |