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 | $82,198 | $150,440-45.4% | $136,294-39.7% | $147,584-44.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 4.86% | 1049.08%-1044.2pp | 5155.94%-5151.1pp | 578.55%-573.7pp |
| Employer contribution / active EE | $9,081 | $5,256+72.8% | $4,695+93.4% | $4,876+86.2% |
| Participant deferral / active EE | $3,784 | $6,630-42.9% | $6,247-39.4% | $5,439-30.4% |
| Admin fee / account holder | $2,728 | $10,905-75.0% | $9,243-70.5% | $10,885-74.9% |