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 | $102,820 | $150,440-31.7% | $136,294-24.6% | $147,584-30.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.89% | 1049.08%-1039.2pp | 5155.94%-5146.1pp | 578.55%-568.7pp |
| Employer contribution / active EE | $2,815 | $5,256-46.5% | $4,695-40.1% | $4,876-42.3% |
| Participant deferral / active EE | $8,550 | $6,630+29.0% | $6,247+36.9% | $5,439+57.2% |
| Admin fee / account holder | $2,668 | $10,905-75.5% | $9,243-71.1% | $10,885-75.5% |