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 | $155,994 | $202,318-22.9% | $172,739-9.7% | $152,861+2.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 9.26% | 1029.65%-1020.4pp | 802.84%-793.6pp | 345.32%-336.1pp |
| Employer contribution / active EE | $5,875 | $5,856+0.3% | $5,143+14.2% | $4,762+23.4% |
| Participant deferral / active EE | $5,601 | $5,948-5.8% | $5,198+7.8% | $5,850-4.3% |
| Admin fee / account holder | $1,132 | $17,109-93.4% | $13,954-91.9% | $11,596-90.2% |