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 | $54,646 | $70,587-22.6% | $124,672-56.2% | $85,850-36.3% |
| Participation rate | 86.2% | 64.4%+21.8pp | 74.6%+11.6pp | 69.3%+16.9pp |
| Annual return | 11.00% | 20688.83%-20677.8pp | 5142.93%-5131.9pp | 318.53%-307.5pp |
| Employer contribution / active EE | $1,675 | $1,913-12.5% | $3,324-49.6% | $2,565-34.7% |
| Participant deferral / active EE | $2,999 | $2,969+1.0% | $4,614-35.0% | $3,952-24.1% |
| Admin fee / account holder | $1,749 | $5,282-66.9% | $7,493-76.7% | $6,260-72.1% |