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 | $185,816 | $185,200+0.3% | $142,863+30.1% | $167,490+10.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 2.53% | 8555.70%-8553.2pp | 5637.54%-5635.0pp | 478.56%-476.0pp |
| Employer contribution / active EE | $4,520 | $5,604-19.3% | $4,144+9.1% | $4,837-6.6% |
| Participant deferral / active EE | $7,833 | $4,494+74.3% | $3,837+104.1% | $6,341+23.5% |
| Admin fee / account holder | $1,402 | $8,031-82.5% | $6,560-78.6% | $12,309-88.6% |