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 | $66,615 | $150,440-55.7% | $136,294-51.1% | $147,584-54.9% |
| Participation rate | 92.9% | 84.4%+8.4pp | 81.9%+10.9pp | 82.8%+10.0pp |
| Annual return | 3.83% | 1049.08%-1045.3pp | 5155.94%-5152.1pp | 578.55%-574.7pp |
| Employer contribution / active EE | $4,389 | $5,256-16.5% | $4,695-6.5% | $4,876-10.0% |
| Participant deferral / active EE | $4,842 | $6,630-27.0% | $6,247-22.5% | $5,439-11.0% |
| Admin fee / account holder | $2,204 | $10,905-79.8% | $9,243-76.2% | $10,885-79.8% |