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 | $138,601 | $144,119-3.8% | $117,854+17.6% | $147,584-6.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 3.65% | 531.15%-527.5pp | 335.08%-331.4pp | 578.55%-574.9pp |
| Employer contribution / active EE | $9,802 | $4,896+100.2% | $3,786+158.9% | $4,876+101.0% |
| Participant deferral / active EE | $20,400 | $5,316+283.8% | $4,482+355.2% | $5,439+275.1% |
| Admin fee / account holder | $562 | $10,886-94.8% | $8,020-93.0% | $10,885-94.8% |