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 | $182,698 | $159,602+14.5% | $150,045+21.8% | $142,382+28.3% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.3%+12.7pp | 80.1%+14.9pp |
| Annual return | 11.49% | 70.24%-58.7pp | 62.55%-51.1pp | 217.08%-205.6pp |
| Employer contribution / active EE | $3,986 | $4,961-19.7% | $4,693-15.1% | $4,299-7.3% |
| Participant deferral / active EE | $8,972 | $8,310+8.0% | $7,997+12.2% | $6,507+37.9% |
| Admin fee / account holder | $14,336 | $14,846-3.4% | $13,435+6.7% | $12,624+13.6% |