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 | $166,350 | $159,901+4.0% | $146,958+13.2% | $145,922+14.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.29% | 98.13%-89.8pp | 418.34%-410.0pp | 561.29%-553.0pp |
| Employer contribution / active EE | $3,685 | $5,286-30.3% | $4,933-25.3% | $4,660-20.9% |
| Participant deferral / active EE | $10,264 | $8,428+21.8% | $8,070+27.2% | $6,688+53.5% |
| Admin fee / account holder | $56,047 | $15,044+272.6% | $12,998+331.2% | $13,397+318.4% |