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 | $133,412 | $93,571+42.6% | $135,903-1.8% | $75,163+77.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 13.85% | 30.90%-17.1pp | 68.23%-54.4pp | 160.62%-146.8pp |
| Employer contribution / active EE | $8,335 | $3,537+135.7% | $4,856+71.6% | $2,670+212.2% |
| Participant deferral / active EE | $5,786 | $6,404-9.7% | $7,758-25.4% | $4,125+40.3% |
| Admin fee / account holder | $37,417 | $6,975+436.4% | $10,762+247.7% | $5,651+562.1% |