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 | $72,988 | $150,440-51.5% | $136,294-46.4% | $147,584-50.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.85% | 1049.08%-1039.2pp | 5155.94%-5146.1pp | 578.55%-568.7pp |
| Employer contribution / active EE | $6,098 | $5,256+16.0% | $4,695+29.9% | $4,876+25.1% |
| Participant deferral / active EE | $9,473 | $6,630+42.9% | $6,247+51.6% | $5,439+74.2% |
| Admin fee / account holder | $13,050 | $10,905+19.7% | $9,243+41.2% | $10,885+19.9% |