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 | $135,019 | $91,552+47.5% | $133,956+0.8% | $79,858+69.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 9.12% | 61.85%-52.7pp | 45.09%-36.0pp | 31.71%-22.6pp |
| Employer contribution / active EE | $3,485 | $2,384+46.2% | $3,919-11.1% | $2,471+41.0% |
| Participant deferral / active EE | $2,678 | $3,733-28.3% | $5,048-46.9% | $3,740-28.4% |
| Admin fee / account holder | $5,121 | $6,321-19.0% | $8,927-42.6% | $5,306-3.5% |