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 | $37,819 | $150,440-74.9% | $136,294-72.3% | $147,584-74.4% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | -4.34% | 1049.08%-1053.4pp | 5155.94%-5160.3pp | 578.55%-582.9pp |
| Employer contribution / active EE | $1,389 | $5,256-73.6% | $4,695-70.4% | $4,876-71.5% |
| Participant deferral / active EE | $5,706 | $6,630-13.9% | $6,247-8.7% | $5,439+4.9% |
| Admin fee / account holder | $1,672 | $10,905-84.7% | $9,243-81.9% | $10,885-84.6% |