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 | $80,378 | $171,865-53.2% | $149,718-46.3% | $147,584-45.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 7.82% | 2113.22%-2105.4pp | 1501.63%-1493.8pp | 578.55%-570.7pp |
| Employer contribution / active EE | $3,166 | $6,275-49.5% | $5,445-41.8% | $4,876-35.1% |
| Participant deferral / active EE | $6,741 | $7,271-7.3% | $6,569+2.6% | $5,439+23.9% |
| Admin fee / account holder | $34,712 | $13,799+151.5% | $11,283+207.7% | $10,885+218.9% |