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 | $51,280 | $150,440-65.9% | $136,294-62.4% | $147,584-65.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.98% | 1049.08%-1041.1pp | 5155.94%-5148.0pp | 578.55%-570.6pp |
| Employer contribution / active EE | $1,377 | $5,256-73.8% | $4,695-70.7% | $4,876-71.8% |
| Participant deferral / active EE | $3,544 | $6,630-46.5% | $6,247-43.3% | $5,439-34.8% |
| Admin fee / account holder | $1,777 | $10,905-83.7% | $9,243-80.8% | $10,885-83.7% |