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 | $153,161 | $114,381+33.9% | $107,525+42.4% | $142,382+7.6% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.1%+15.8pp | 80.1%+10.8pp |
| Annual return | 4.82% | 242.71%-237.9pp | 181.32%-176.5pp | 217.08%-212.3pp |
| Employer contribution / active EE | $3,065 | $4,015-23.7% | $3,754-18.3% | $4,299-28.7% |
| Participant deferral / active EE | $4,029 | $5,564-27.6% | $5,116-21.2% | $6,507-38.1% |
| Admin fee / account holder | $10,068 | $9,860+2.1% | $8,919+12.9% | $12,624-20.2% |