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 | $151,050 | $115,770+30.5% | $101,248+49.2% | $158,922-5.0% |
| Participation rate | 73.3% | 79.4%-6.0pp | 75.8%-2.5pp | 82.0%-8.6pp |
| Annual return | 4.18% | 56.14%-52.0pp | 46.47%-42.3pp | 302.83%-298.6pp |
| Employer contribution / active EE | $1,284 | $4,175-69.2% | $3,660-64.9% | $4,761-73.0% |
| Participant deferral / active EE | $5,406 | $4,957+9.1% | $4,370+23.7% | $5,982-9.6% |
| Admin fee / account holder | $12,142 | $7,245+67.6% | $5,945+104.2% | $11,246+8.0% |