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 | $64,412 | $150,440-57.2% | $136,294-52.7% | $147,584-56.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.77% | 1049.08%-1041.3pp | 5155.94%-5148.2pp | 578.55%-570.8pp |
| Employer contribution / active EE | $2,803 | $5,256-46.7% | $4,695-40.3% | $4,876-42.5% |
| Participant deferral / active EE | $3,695 | $6,630-44.3% | $6,247-40.9% | $5,439-32.1% |
| Admin fee / account holder | $137,493 | $10,905+1160.8% | $9,243+1387.5% | $10,885+1163.1% |