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 | $197,274 | $157,256+25.4% | $141,162+39.8% | $152,861+29.1% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.4%-0.6pp |
| Annual return | 14.09% | 64.32%-50.2pp | 71.39%-57.3pp | 345.32%-331.2pp |
| Employer contribution / active EE | $5,934 | $5,261+12.8% | $4,735+25.3% | $4,762+24.6% |
| Participant deferral / active EE | $2,904 | $7,109-59.1% | $6,709-56.7% | $5,850-50.4% |
| Admin fee / account holder | $5,691 | $12,120-53.0% | $10,261-44.5% | $11,596-50.9% |