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 | $49,658 | $150,440-67.0% | $136,294-63.6% | $147,584-66.4% |
| Participation rate | 89.5% | 84.4%+5.1pp | 81.9%+7.6pp | 82.8%+6.6pp |
| Annual return | 4.36% | 1049.08%-1044.7pp | 5155.94%-5151.6pp | 578.55%-574.2pp |
| Employer contribution / active EE | $4,659 | $5,256-11.4% | $4,695-0.8% | $4,876-4.5% |
| Participant deferral / active EE | $2,212 | $6,630-66.6% | $6,247-64.6% | $5,439-59.3% |
| Admin fee / account holder | $232,619 | $10,905+2033.1% | $9,243+2416.6% | $10,885+2037.0% |