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 | $68,458 | $150,440-54.5% | $136,294-49.8% | $147,584-53.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 3.77% | 1049.08%-1045.3pp | 5155.94%-5152.2pp | 578.55%-574.8pp |
| Employer contribution / active EE | $3,898 | $5,256-25.8% | $4,695-17.0% | $4,876-20.1% |
| Participant deferral / active EE | $7,219 | $6,630+8.9% | $6,247+15.6% | $5,439+32.7% |
| Admin fee / account holder | $4,282 | $10,905-60.7% | $9,243-53.7% | $10,885-60.7% |