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 | $70,379 | $150,440-53.2% | $136,294-48.4% | $147,584-52.3% |
| Participation rate | 92.3% | 84.4%+7.9pp | 81.9%+10.4pp | 82.8%+9.5pp |
| Annual return | 6.34% | 1049.08%-1042.7pp | 5155.94%-5149.6pp | 578.55%-572.2pp |
| Employer contribution / active EE | $3,217 | $5,256-38.8% | $4,695-31.5% | $4,876-34.0% |
| Participant deferral / active EE | $7,412 | $6,630+11.8% | $6,247+18.7% | $5,439+36.3% |
| Admin fee / account holder | $16,633 | $10,905+52.5% | $9,243+79.9% | $10,885+52.8% |