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 | $71,257 | $150,440-52.6% | $136,294-47.7% | $147,584-51.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.28% | 1049.08%-1038.8pp | 5155.94%-5145.7pp | 578.55%-568.3pp |
| Employer contribution / active EE | $8,523 | $5,256+62.2% | $4,695+81.5% | $4,876+74.8% |
| Participant deferral / active EE | $4,456 | $6,630-32.8% | $6,247-28.7% | $5,439-18.1% |
| Admin fee / account holder | $3,023 | $10,905-72.3% | $9,243-67.3% | $10,885-72.2% |