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 | $166,486 | $109,817+51.6% | $98,442+69.1% | $167,490-0.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 5.18% | 1956.69%-1951.5pp | 1492.73%-1487.5pp | 478.56%-473.4pp |
| Employer contribution / active EE | $14,320 | $3,224+344.2% | $2,960+383.8% | $4,837+196.0% |
| Participant deferral / active EE | $5,485 | $4,673+17.4% | $4,276+28.3% | $6,341-13.5% |
| Admin fee / account holder | $51,574 | $6,753+663.8% | $5,949+766.9% | $12,309+319.0% |