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 | $62,919 | $150,440-58.2% | $136,294-53.8% | $147,584-57.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.29% | 1049.08%-1038.8pp | 5155.94%-5145.6pp | 578.55%-568.3pp |
| Employer contribution / active EE | $2,684 | $5,256-48.9% | $4,695-42.8% | $4,876-45.0% |
| Participant deferral / active EE | $3,358 | $6,630-49.4% | $6,247-46.3% | $5,439-38.3% |
| Admin fee / account holder | $447 | $10,905-95.9% | $9,243-95.2% | $10,885-95.9% |