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 | $44,064 | $150,440-70.7% | $136,294-67.7% | $147,584-70.1% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 6.08% | 1049.08%-1043.0pp | 5155.94%-5149.9pp | 578.55%-572.5pp |
| Employer contribution / active EE | $4,637 | $5,256-11.8% | $4,695-1.2% | $4,876-4.9% |
| Participant deferral / active EE | $4,385 | $6,630-33.9% | $6,247-29.8% | $5,439-19.4% |
| Admin fee / account holder | $878 | $10,905-91.9% | $9,243-90.5% | $10,885-91.9% |