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 | $41,682 | $150,440-72.3% | $136,294-69.4% | $147,584-71.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.32% | 1049.08%-1040.8pp | 5155.94%-5147.6pp | 578.55%-570.2pp |
| Employer contribution / active EE | $4,185 | $5,256-20.4% | $4,695-10.9% | $4,876-14.2% |
| Participant deferral / active EE | $9,277 | $6,630+39.9% | $6,247+48.5% | $5,439+70.6% |
| Admin fee / account holder | $18,329 | $10,905+68.1% | $9,243+98.3% | $10,885+68.4% |