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 | $136,396 | $117,841+15.7% | $102,423+33.2% | $145,922-6.5% |
| Participation rate | 72.7% | 78.6%-5.9pp | 76.5%-3.8pp | 80.3%-7.5pp |
| Annual return | 7.02% | 31.65%-24.6pp | 29.32%-22.3pp | 561.29%-554.3pp |
| Employer contribution / active EE | $2,522 | $3,615-30.2% | $3,023-16.6% | $4,660-45.9% |
| Participant deferral / active EE | $7,392 | $5,731+29.0% | $5,053+46.3% | $6,688+10.5% |
| Admin fee / account holder | $6,495 | $13,326-51.3% | $9,451-31.3% | $13,397-51.5% |