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 | $42,199 | $150,440-71.9% | $136,294-69.0% | $147,584-71.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.68% | 1049.08%-1041.4pp | 5155.94%-5148.3pp | 578.55%-570.9pp |
| Employer contribution / active EE | $4,820 | $5,256-8.3% | $4,695+2.6% | $4,876-1.2% |
| Participant deferral / active EE | $4,756 | $6,630-28.3% | $6,247-23.9% | $5,439-12.6% |
| Admin fee / account holder | $1,095 | $10,905-90.0% | $9,243-88.2% | $10,885-89.9% |