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 | $33,153 | $150,440-78.0% | $136,294-75.7% | $147,584-77.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 0.09% | 1049.08%-1049.0pp | 5155.94%-5155.8pp | 578.55%-578.5pp |
| Employer contribution / active EE | $8,360 | $5,256+59.1% | $4,695+78.0% | $4,876+71.4% |
| Participant deferral / active EE | $8,221 | $6,630+24.0% | $6,247+31.6% | $5,439+51.2% |
| Admin fee / account holder | $3,374 | $10,905-69.1% | $9,243-63.5% | $10,885-69.0% |