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 | $183,885 | $202,318-9.1% | $172,739+6.5% | $152,861+20.3% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.4%-11.0pp |
| Annual return | 11.11% | 1029.65%-1018.5pp | 802.84%-791.7pp | 345.32%-334.2pp |
| Employer contribution / active EE | $1,471 | $5,856-74.9% | $5,143-71.4% | $4,762-69.1% |
| Participant deferral / active EE | $3,166 | $5,948-46.8% | $5,198-39.1% | $5,850-45.9% |
| Admin fee / account holder | $54,301 | $17,109+217.4% | $13,954+289.1% | $11,596+368.3% |