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 | $216,586 | $217,402-0.4% | $185,823+16.6% | $167,490+29.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 4.98% | 148.36%-143.4pp | 122.05%-117.1pp | 478.56%-473.6pp |
| Employer contribution / active EE | $6,352 | $5,873+8.2% | $5,167+22.9% | $4,837+31.3% |
| Participant deferral / active EE | $11,375 | $6,356+79.0% | $5,568+104.3% | $6,341+79.4% |
| Admin fee / account holder | $5,596 | $19,811-71.8% | $16,237-65.5% | $12,309-54.5% |