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 | $73,329 | $150,440-51.3% | $136,294-46.2% | $147,584-50.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.15% | 1049.08%-1038.9pp | 5155.94%-5145.8pp | 578.55%-568.4pp |
| Employer contribution / active EE | $7,223 | $5,256+37.4% | $4,695+53.8% | $4,876+48.1% |
| Participant deferral / active EE | $5,824 | $6,630-12.2% | $6,247-6.8% | $5,439+7.1% |
| Admin fee / account holder | $2,384 | $10,905-78.1% | $9,243-74.2% | $10,885-78.1% |