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 | $134,995 | $159,602-15.4% | $150,045-10.0% | $142,382-5.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 4.15% | 70.24%-66.1pp | 62.55%-58.4pp | 217.08%-212.9pp |
| Employer contribution / active EE | $3,433 | $4,961-30.8% | $4,693-26.9% | $4,299-20.1% |
| Participant deferral / active EE | $24,365 | $8,310+193.2% | $7,997+204.7% | $6,507+274.4% |
| Admin fee / account holder | $335 | $14,846-97.7% | $13,435-97.5% | $12,624-97.3% |