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 | $200,464 | $88,751+125.9% | $81,812+145.0% | $145,922+37.4% |
| Participation rate | 84.6% | 75.0%+9.6pp | 72.3%+12.3pp | 80.3%+4.3pp |
| Annual return | 8.76% | 1025.40%-1016.6pp | 773.79%-765.0pp | 561.29%-552.5pp |
| Employer contribution / active EE | $754 | $3,083-75.6% | $2,912-74.1% | $4,660-83.8% |
| Participant deferral / active EE | $6,621 | $4,643+42.6% | $4,319+53.3% | $6,688-1.0% |
| Admin fee / account holder | $10,495 | $8,415+24.7% | $7,386+42.1% | $13,397-21.7% |