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 | $152,418 | $92,985+63.9% | $153,485-0.7% | $80,856+88.5% |
| Participation rate | 100.0% | 69.0%+31.0pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 9.27% | 19.95%-10.7pp | 15.65%-6.4pp | 35.59%-26.3pp |
| Employer contribution / active EE | $5,070 | $3,507+44.6% | $5,039+0.6% | $2,755+84.0% |
| Participant deferral / active EE | $5,079 | $5,178-1.9% | $6,757-24.8% | $4,296+18.2% |
| Admin fee / account holder | $11,278 | $8,880+27.0% | $12,724-11.4% | $6,918+63.0% |