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 | $134,099 | $183,519-26.9% | $155,509-13.8% | $145,922-8.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.27% | 61.17%-55.9pp | 64.67%-59.4pp | 561.29%-556.0pp |
| Employer contribution / active EE | $2,652 | $5,313-50.1% | $4,672-43.3% | $4,660-43.1% |
| Participant deferral / active EE | $12,283 | $6,462+90.1% | $5,626+118.3% | $6,688+83.7% |
| Admin fee / account holder | $2,408 | $19,313-87.5% | $15,912-84.9% | $13,397-82.0% |