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 | $146,949 | $144,119+2.0% | $117,854+24.7% | $147,584-0.4% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 6.88% | 531.15%-524.3pp | 335.08%-328.2pp | 578.55%-571.7pp |
| Employer contribution / active EE | $2,843 | $4,896-41.9% | $3,786-24.9% | $4,876-41.7% |
| Participant deferral / active EE | $6,370 | $5,316+19.8% | $4,482+42.1% | $5,439+17.1% |
| Admin fee / account holder | $462 | $10,886-95.8% | $8,020-94.2% | $10,885-95.8% |