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 | $216,796 | $202,318+7.2% | $172,739+25.5% | $152,861+41.8% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 5.11% | 1029.65%-1024.5pp | 802.84%-797.7pp | 345.32%-340.2pp |
| Employer contribution / active EE | $2,575 | $5,856-56.0% | $5,143-49.9% | $4,762-45.9% |
| Participant deferral / active EE | $11,253 | $5,948+89.2% | $5,198+116.5% | $5,850+92.3% |
| Admin fee / account holder | $1,710 | $17,109-90.0% | $13,954-87.7% | $11,596-85.3% |