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 | $50,502 | $150,440-66.4% | $136,294-62.9% | $147,584-65.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 5.51% | 1049.08%-1043.6pp | 5155.94%-5150.4pp | 578.55%-573.0pp |
| Employer contribution / active EE | $8,259 | $5,256+57.1% | $4,695+75.9% | $4,876+69.4% |
| Participant deferral / active EE | $7,667 | $6,630+15.6% | $6,247+22.7% | $5,439+41.0% |
| Admin fee / account holder | $410 | $10,905-96.2% | $9,243-95.6% | $10,885-96.2% |