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 8-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 | $25,781 | $150,440-82.9% | $136,294-81.1% | $147,584-82.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 5.53% | 1049.08%-1043.6pp | 5155.94%-5150.4pp | 578.55%-573.0pp |
| Employer contribution / active EE | $3,607 | $5,256-31.4% | $4,695-23.2% | $4,876-26.0% |
| Participant deferral / active EE | $9,635 | $6,630+45.3% | $6,247+54.2% | $5,439+77.2% |
| Admin fee / account holder | $8,997 | $10,905-17.5% | $9,243-2.7% | $10,885-17.3% |