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 | $159,444 | $202,318-21.2% | $172,739-7.7% | $152,861+4.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 5.65% | 1029.65%-1024.0pp | 802.84%-797.2pp | 345.32%-339.7pp |
| Employer contribution / active EE | $1,267 | $5,856-78.4% | $5,143-75.4% | $4,762-73.4% |
| Participant deferral / active EE | $7,143 | $5,948+20.1% | $5,198+37.4% | $5,850+22.1% |
| Admin fee / account holder | $5,095 | $17,109-70.2% | $13,954-63.5% | $11,596-56.1% |