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 | $133,248 | $89,355+49.1% | $141,162-5.6% | $72,985+82.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 7.25% | 111.85%-104.6pp | 71.39%-64.1pp | 81.00%-73.8pp |
| Employer contribution / active EE | $4,328 | $3,114+39.0% | $4,735-8.6% | $2,440+77.4% |
| Participant deferral / active EE | $5,470 | $5,418+1.0% | $6,709-18.5% | $3,607+51.6% |
| Admin fee / account holder | $5,728 | $5,958-3.9% | $10,261-44.2% | $5,124+11.8% |