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 | $62,315 | $150,440-58.6% | $136,294-54.3% | $147,584-57.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.17% | 1049.08%-1039.9pp | 5155.94%-5146.8pp | 578.55%-569.4pp |
| Employer contribution / active EE | $15,424 | $5,256+193.4% | $4,695+228.5% | $4,876+216.3% |
| Participant deferral / active EE | $7,283 | $6,630+9.8% | $6,247+16.6% | $5,439+33.9% |
| Admin fee / account holder | $635 | $10,905-94.2% | $9,243-93.1% | $10,885-94.2% |