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 | $215,437 | $159,901+34.7% | $146,958+46.6% | $145,922+47.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 4.73% | 98.13%-93.4pp | 418.34%-413.6pp | 561.29%-556.6pp |
| Employer contribution / active EE | $2,534 | $5,286-52.1% | $4,933-48.6% | $4,660-45.6% |
| Participant deferral / active EE | $12,927 | $8,428+53.4% | $8,070+60.2% | $6,688+93.3% |
| Admin fee / account holder | $30,659 | $15,044+103.8% | $12,998+135.9% | $13,397+128.9% |