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 | $192,187 | $176,056+9.2% | $159,436+20.5% | $167,490+14.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.29% | 331.75%-322.5pp | 263.57%-254.3pp | 478.56%-469.3pp |
| Employer contribution / active EE | $2,600 | $5,297-50.9% | $4,829-46.2% | $4,837-46.3% |
| Participant deferral / active EE | $6,625 | $7,750-14.5% | $7,352-9.9% | $6,341+4.5% |
| Admin fee / account holder | $1,419 | $12,554-88.7% | $10,799-86.9% | $12,309-88.5% |