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 | $55,806 | $150,440-62.9% | $136,294-59.1% | $147,584-62.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 4.57% | 1049.08%-1044.5pp | 5155.94%-5151.4pp | 578.55%-574.0pp |
| Employer contribution / active EE | $6,034 | $5,256+14.8% | $4,695+28.5% | $4,876+23.7% |
| Participant deferral / active EE | $19,426 | $6,630+193.0% | $6,247+211.0% | $5,439+257.2% |
| Admin fee / account holder | $102,234 | $10,905+837.5% | $9,243+1006.0% | $10,885+839.2% |