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 | $176,374 | $202,318-12.8% | $172,739+2.1% | $152,861+15.4% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.4%+6.4pp |
| Annual return | 5.90% | 1029.65%-1023.8pp | 802.84%-796.9pp | 345.32%-339.4pp |
| Employer contribution / active EE | $3,062 | $5,856-47.7% | $5,143-40.5% | $4,762-35.7% |
| Participant deferral / active EE | $8,812 | $5,948+48.2% | $5,198+69.5% | $5,850+50.6% |
| Admin fee / account holder | $387 | $17,109-97.7% | $13,954-97.2% | $11,596-96.7% |