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 | $143,918 | $96,635+48.9% | $86,612+66.2% | $139,434+3.2% |
| Participation rate | 71.4% | 74.4%-3.0pp | 71.7%-0.3pp | 80.3%-8.9pp |
| Annual return | 10.51% | 106.41%-95.9pp | 591.07%-580.6pp | 372.94%-362.4pp |
| Employer contribution / active EE | $1,572 | $3,263-51.8% | $3,022-48.0% | $4,751-66.9% |
| Participant deferral / active EE | $3,072 | $4,836-36.5% | $4,438-30.8% | $6,710-54.2% |
| Admin fee / account holder | $679 | $6,408-89.4% | $5,614-87.9% | $11,403-94.0% |