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 | $77,079 | $150,440-48.8% | $136,294-43.4% | $147,584-47.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 3.95% | 1049.08%-1045.1pp | 5155.94%-5152.0pp | 578.55%-574.6pp |
| Employer contribution / active EE | $2,827 | $5,256-46.2% | $4,695-39.8% | $4,876-42.0% |
| Participant deferral / active EE | $10,048 | $6,630+51.5% | $6,247+60.8% | $5,439+84.7% |
| Admin fee / account holder | $20,164 | $10,905+84.9% | $9,243+118.1% | $10,885+85.2% |