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 | $96,683 | $150,440-35.7% | $136,294-29.1% | $147,584-34.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 3.30% | 1049.08%-1045.8pp | 5155.94%-5152.6pp | 578.55%-575.2pp |
| Employer contribution / active EE | $18,452 | $5,256+251.1% | $4,695+293.0% | $4,876+278.4% |
| Participant deferral / active EE | $19,373 | $6,630+192.2% | $6,247+210.1% | $5,439+256.2% |
| Admin fee / account holder | $72,628 | $10,905+566.0% | $9,243+685.7% | $10,885+567.2% |