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 | $62,639 | $171,865-63.6% | $149,718-58.2% | $147,584-57.6% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 4.69% | 2113.22%-2108.5pp | 1501.63%-1496.9pp | 578.55%-573.9pp |
| Employer contribution / active EE | $3,669 | $6,275-41.5% | $5,445-32.6% | $4,876-24.8% |
| Participant deferral / active EE | $6,588 | $7,271-9.4% | $6,569+0.3% | $5,439+21.1% |
| Admin fee / account holder | $940 | $13,799-93.2% | $11,283-91.7% | $10,885-91.4% |