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 | $59,580 | $150,440-60.4% | $136,294-56.3% | $147,584-59.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 2.42% | 1049.08%-1046.7pp | 5155.94%-5153.5pp | 578.55%-576.1pp |
| Employer contribution / active EE | $2,999 | $5,256-42.9% | $4,695-36.1% | $4,876-38.5% |
| Participant deferral / active EE | $3,777 | $6,630-43.0% | $6,247-39.5% | $5,439-30.6% |
| Admin fee / account holder | $3,311 | $10,905-69.6% | $9,243-64.2% | $10,885-69.6% |