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 | $40,875 | $150,440-72.8% | $136,294-70.0% | $147,584-72.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.48% | 1049.08%-1039.6pp | 5155.94%-5146.5pp | 578.55%-569.1pp |
| Employer contribution / active EE | $2,855 | $5,256-45.7% | $4,695-39.2% | $4,876-41.5% |
| Participant deferral / active EE | $6,576 | $6,630-0.8% | $6,247+5.3% | $5,439+20.9% |
| Admin fee / account holder | $22,308 | $10,905+104.6% | $9,243+141.3% | $10,885+104.9% |