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 | $47,605 | $150,440-68.4% | $136,294-65.1% | $147,584-67.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.58% | 1049.08%-1041.5pp | 5155.94%-5148.4pp | 578.55%-571.0pp |
| Employer contribution / active EE | $10,762 | $5,256+104.8% | $4,695+129.2% | $4,876+120.7% |
| Participant deferral / active EE | $8,370 | $6,630+26.2% | $6,247+34.0% | $5,439+53.9% |
| Admin fee / account holder | $71,156 | $10,905+552.5% | $9,243+669.8% | $10,885+553.7% |