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 | $52,199 | $150,440-65.3% | $136,294-61.7% | $147,584-64.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 0.43% | 1049.08%-1048.6pp | 5155.94%-5155.5pp | 578.55%-578.1pp |
| Employer contribution / active EE | $11,561 | $5,256+119.9% | $4,695+146.2% | $4,876+137.1% |
| Participant deferral / active EE | $5,572 | $6,630-16.0% | $6,247-10.8% | $5,439+2.4% |
| Admin fee / account holder | $8,493 | $10,905-22.1% | $9,243-8.1% | $10,885-22.0% |