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 | $218,706 | $176,056+24.2% | $159,436+37.2% | $167,490+30.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 5.01% | 331.75%-326.7pp | 263.57%-258.6pp | 478.56%-473.5pp |
| Employer contribution / active EE | $3,919 | $5,297-26.0% | $4,829-18.8% | $4,837-19.0% |
| Participant deferral / active EE | $10,251 | $7,750+32.3% | $7,352+39.4% | $6,341+61.7% |
| Admin fee / account holder | $23,584 | $12,554+87.9% | $10,799+118.4% | $12,309+91.6% |