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 | $97,349 | $150,440-35.3% | $136,294-28.6% | $147,584-34.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 3.31% | 1049.08%-1045.8pp | 5155.94%-5152.6pp | 578.55%-575.2pp |
| Employer contribution / active EE | $4,062 | $5,256-22.7% | $4,695-13.5% | $4,876-16.7% |
| Participant deferral / active EE | $9,755 | $6,630+47.1% | $6,247+56.2% | $5,439+79.4% |
| Admin fee / account holder | $2,175 | $10,905-80.1% | $9,243-76.5% | $10,885-80.0% |