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 | $45,241 | $171,865-73.7% | $149,718-69.8% | $147,584-69.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 3.80% | 2113.22%-2109.4pp | 1501.63%-1497.8pp | 578.55%-574.7pp |
| Employer contribution / active EE | $2,442 | $6,275-61.1% | $5,445-55.1% | $4,876-49.9% |
| Participant deferral / active EE | $3,682 | $7,271-49.4% | $6,569-43.9% | $5,439-32.3% |
| Admin fee / account holder | $87,368 | $13,799+533.1% | $11,283+674.3% | $10,885+702.6% |