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 | $24,350 | $150,440-83.8% | $136,294-82.1% | $147,584-83.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 3.10% | 1049.08%-1046.0pp | 5155.94%-5152.8pp | 578.55%-575.4pp |
| Employer contribution / active EE | $1,524 | $5,256-71.0% | $4,695-67.5% | $4,876-68.7% |
| Participant deferral / active EE | $5,893 | $6,630-11.1% | $6,247-5.7% | $5,439+8.4% |
| Admin fee / account holder | $159,930 | $10,905+1366.5% | $9,243+1630.2% | $10,885+1369.2% |