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 | $46,798 | $171,865-72.8% | $149,718-68.7% | $147,584-68.3% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 3.19% | 2113.22%-2110.0pp | 1501.63%-1498.4pp | 578.55%-575.4pp |
| Employer contribution / active EE | $3,570 | $6,275-43.1% | $5,445-34.4% | $4,876-26.8% |
| Participant deferral / active EE | $5,630 | $7,271-22.6% | $6,569-14.3% | $5,439+3.5% |
| Admin fee / account holder | $306 | $13,799-97.8% | $11,283-97.3% | $10,885-97.2% |