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 | $106,821 | $150,440-29.0% | $136,294-21.6% | $147,584-27.6% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 8.94% | 1049.08%-1040.1pp | 5155.94%-5147.0pp | 578.55%-569.6pp |
| Employer contribution / active EE | $1,928 | $5,256-63.3% | $4,695-58.9% | $4,876-60.5% |
| Participant deferral / active EE | $4,580 | $6,630-30.9% | $6,247-26.7% | $5,439-15.8% |
| Admin fee / account holder | $5,425 | $10,905-50.3% | $9,243-41.3% | $10,885-50.2% |