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 | $98,783 | $150,440-34.3% | $136,294-27.5% | $147,584-33.1% |
| Participation rate | 95.7% | 84.4%+11.2pp | 81.9%+13.7pp | 82.8%+12.8pp |
| Annual return | 9.69% | 1049.08%-1039.4pp | 5155.94%-5146.3pp | 578.55%-568.9pp |
| Employer contribution / active EE | $5,702 | $5,256+8.5% | $4,695+21.4% | $4,876+16.9% |
| Participant deferral / active EE | $6,383 | $6,630-3.7% | $6,247+2.2% | $5,439+17.4% |
| Admin fee / account holder | $20,715 | $10,905+90.0% | $9,243+124.1% | $10,885+90.3% |