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 | $103,188 | $150,440-31.4% | $136,294-24.3% | $147,584-30.1% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 8.67% | 1049.08%-1040.4pp | 5155.94%-5147.3pp | 578.55%-569.9pp |
| Employer contribution / active EE | $2,279 | $5,256-56.6% | $4,695-51.5% | $4,876-53.3% |
| Participant deferral / active EE | $9,918 | $6,630+49.6% | $6,247+58.8% | $5,439+82.4% |
| Admin fee / account holder | $2,553 | $10,905-76.6% | $9,243-72.4% | $10,885-76.5% |