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 | $74,920 | $150,440-50.2% | $136,294-45.0% | $147,584-49.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 2.67% | 1049.08%-1046.4pp | 5155.94%-5153.3pp | 578.55%-575.9pp |
| Employer contribution / active EE | $11,345 | $5,256+115.8% | $4,695+141.6% | $4,876+132.7% |
| Participant deferral / active EE | $25,300 | $6,630+281.6% | $6,247+305.0% | $5,439+365.2% |
| Admin fee / account holder | $14,230 | $10,905+30.5% | $9,243+53.9% | $10,885+30.7% |