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 | $192,714 | $183,963+4.8% | $162,163+18.8% | $152,861+26.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 4.76% | 150.76%-146.0pp | 115.59%-110.8pp | 345.32%-340.6pp |
| Employer contribution / active EE | $3,615 | $6,371-43.3% | $5,614-35.6% | $4,762-24.1% |
| Participant deferral / active EE | $4,694 | $8,034-41.6% | $7,298-35.7% | $5,850-19.8% |
| Admin fee / account holder | $3,895 | $13,121-70.3% | $10,843-64.1% | $11,596-66.4% |