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 | $149,331 | $198,466-24.8% | $170,442-12.4% | $147,584+1.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 6.62% | 257.29%-250.7pp | 205.93%-199.3pp | 578.55%-571.9pp |
| Employer contribution / active EE | $7,044 | $6,184+13.9% | $5,433+29.7% | $4,876+44.5% |
| Participant deferral / active EE | $6,588 | $5,629+17.0% | $4,939+33.4% | $5,439+21.1% |
| Admin fee / account holder | $2,606 | $16,852-84.5% | $13,880-81.2% | $10,885-76.1% |