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 | $56,702 | $171,865-67.0% | $149,718-62.1% | $147,584-61.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 7.93% | 2113.22%-2105.3pp | 1501.63%-1493.7pp | 578.55%-570.6pp |
| Employer contribution / active EE | $4,081 | $6,275-35.0% | $5,445-25.1% | $4,876-16.3% |
| Participant deferral / active EE | $3,516 | $7,271-51.6% | $6,569-46.5% | $5,439-35.3% |
| Admin fee / account holder | $2,742 | $13,799-80.1% | $11,283-75.7% | $10,885-74.8% |