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 | $78,533 | $150,440-47.8% | $136,294-42.4% | $147,584-46.8% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 6.46% | 1049.08%-1042.6pp | 5155.94%-5149.5pp | 578.55%-572.1pp |
| Employer contribution / active EE | $4,468 | $5,256-15.0% | $4,695-4.9% | $4,876-8.4% |
| Participant deferral / active EE | $4,951 | $6,630-25.3% | $6,247-20.7% | $5,439-9.0% |
| Admin fee / account holder | $87,554 | $10,905+702.9% | $9,243+847.2% | $10,885+704.3% |