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 | $73,552 | $150,440-51.1% | $136,294-46.0% | $147,584-50.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.70% | 1049.08%-1041.4pp | 5155.94%-5148.2pp | 578.55%-570.9pp |
| Employer contribution / active EE | $2,829 | $5,256-46.2% | $4,695-39.8% | $4,876-42.0% |
| Participant deferral / active EE | $5,601 | $6,630-15.5% | $6,247-10.3% | $5,439+3.0% |
| Admin fee / account holder | $11,454 | $10,905+5.0% | $9,243+23.9% | $10,885+5.2% |