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 | $134,407 | $95,416+40.9% | $185,823-27.7% | $85,850+56.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 10.02% | 23.59%-13.6pp | 122.05%-112.0pp | 318.53%-308.5pp |
| Employer contribution / active EE | $5,801 | $3,314+75.1% | $5,167+12.3% | $2,565+126.2% |
| Participant deferral / active EE | $5,144 | $3,423+50.3% | $5,568-7.6% | $3,952+30.2% |
| Admin fee / account holder | $7,319 | $7,213+1.5% | $16,237-54.9% | $6,260+16.9% |