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 | $81,476 | $150,440-45.8% | $136,294-40.2% | $147,584-44.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.00% | 1049.08%-1042.1pp | 5155.94%-5148.9pp | 578.55%-571.6pp |
| Employer contribution / active EE | $4,995 | $5,256-5.0% | $4,695+6.4% | $4,876+2.4% |
| Participant deferral / active EE | $5,733 | $6,630-13.5% | $6,247-8.2% | $5,439+5.4% |
| Admin fee / account holder | $5,673 | $10,905-48.0% | $9,243-38.6% | $10,885-47.9% |