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 | $249,012 | $202,318+23.1% | $172,739+44.2% | $152,861+62.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 1.09% | 1029.65%-1028.6pp | 802.84%-801.7pp | 345.32%-344.2pp |
| Employer contribution / active EE | $5,557 | $5,856-5.1% | $5,143+8.1% | $4,762+16.7% |
| Participant deferral / active EE | $6,654 | $5,948+11.9% | $5,198+28.0% | $5,850+13.7% |
| Admin fee / account holder | $51,339 | $17,109+200.1% | $13,954+267.9% | $11,596+342.7% |