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 | $102,651 | $150,440-31.8% | $136,294-24.7% | $147,584-30.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.08% | 1049.08%-1041.0pp | 5155.94%-5147.9pp | 578.55%-570.5pp |
| Employer contribution / active EE | $5,220 | $5,256-0.7% | $4,695+11.2% | $4,876+7.0% |
| Participant deferral / active EE | $4,491 | $6,630-32.3% | $6,247-28.1% | $5,439-17.4% |
| Admin fee / account holder | $69,093 | $10,905+533.6% | $9,243+647.5% | $10,885+534.7% |