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 | $80,507 | $150,440-46.5% | $136,294-40.9% | $147,584-45.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 0.74% | 1049.08%-1048.3pp | 5155.94%-5155.2pp | 578.55%-577.8pp |
| Employer contribution / active EE | $2,759 | $5,256-47.5% | $4,695-41.2% | $4,876-43.4% |
| Participant deferral / active EE | $16,341 | $6,630+146.5% | $6,247+161.6% | $5,439+200.5% |
| Admin fee / account holder | $17,414 | $10,905+59.7% | $9,243+88.4% | $10,885+60.0% |