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 | $152,794 | $117,841+29.7% | $102,423+49.2% | $145,922+4.7% |
| Participation rate | 92.3% | 78.6%+13.7pp | 76.5%+15.8pp | 80.3%+12.0pp |
| Annual return | 8.26% | 31.65%-23.4pp | 29.32%-21.1pp | 561.29%-553.0pp |
| Employer contribution / active EE | $2,691 | $3,615-25.6% | $3,023-11.0% | $4,660-42.2% |
| Participant deferral / active EE | $8,577 | $5,731+49.7% | $5,053+69.7% | $6,688+28.2% |
| Admin fee / account holder | $15,479 | $13,326+16.2% | $9,451+63.8% | $13,397+15.5% |