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 | $197,822 | $176,056+12.4% | $159,436+24.1% | $167,490+18.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 5.68% | 331.75%-326.1pp | 263.57%-257.9pp | 478.56%-472.9pp |
| Employer contribution / active EE | $15,455 | $5,297+191.8% | $4,829+220.0% | $4,837+219.5% |
| Participant deferral / active EE | $4,042 | $7,750-47.8% | $7,352-45.0% | $6,341-36.3% |
| Admin fee / account holder | $1,812 | $12,554-85.6% | $10,799-83.2% | $12,309-85.3% |