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 | $164,979 | $159,934+3.2% | $147,005+12.2% | $145,959+13.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.53% | 98.24%-89.7pp | 418.76%-410.2pp | 561.95%-553.4pp |
| Employer contribution / active EE | $3,358 | $5,287-36.5% | $4,934-31.9% | $4,661-27.9% |
| Participant deferral / active EE | $7,799 | $8,427-7.5% | $8,070-3.4% | $6,689+16.6% |
| Admin fee / account holder | $2,331 | $15,053-84.5% | $13,006-82.1% | $13,398-82.6% |