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 | $165,791 | $138,044+20.1% | $125,339+32.3% | $134,475+23.3% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -21.75% | 750.33%-772.1pp | 572.05%-593.8pp | 417.96%-439.7pp |
| Employer contribution / active EE | $4,895 | $5,243-6.6% | $4,814+1.7% | $4,740+3.3% |
| Participant deferral / active EE | $12,402 | $7,799+59.0% | $7,446+66.6% | $6,400+93.8% |
| Admin fee / account holder | $18,578 | $11,571+60.5% | $10,010+85.6% | $11,426+62.6% |