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 | $38,294 | $150,440-74.5% | $136,294-71.9% | $147,584-74.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 6.21% | 1049.08%-1042.9pp | 5155.94%-5149.7pp | 578.55%-572.3pp |
| Employer contribution / active EE | $1,914 | $5,256-63.6% | $4,695-59.2% | $4,876-60.8% |
| Participant deferral / active EE | $2,454 | $6,630-63.0% | $6,247-60.7% | $5,439-54.9% |
| Admin fee / account holder | $2,525 | $10,905-76.8% | $9,243-72.7% | $10,885-76.8% |