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 | $225,968 | $232,540-2.8% | $185,117+22.1% | $147,584+53.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 4.87% | 43.03%-38.2pp | 40.50%-35.6pp | 578.55%-573.7pp |
| Employer contribution / active EE | $4,200 | $5,195-19.2% | $4,182+0.4% | $4,876-13.9% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $9,130 | $10,275-11.1% | $8,159+11.9% | $10,885-16.1% |