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 | $198,321 | $108,919+82.1% | $100,391+97.5% | $145,922+35.9% |
| Participation rate | 76.9% | 82.9%-6.0pp | 81.5%-4.6pp | 80.3%-3.4pp |
| Annual return | 9.37% | 57.88%-48.5pp | 49.20%-39.8pp | 561.29%-551.9pp |
| Employer contribution / active EE | $5,602 | $4,419+26.8% | $3,942+42.1% | $4,660+20.2% |
| Participant deferral / active EE | $6,340 | $8,445-24.9% | $8,082-21.5% | $6,688-5.2% |
| Admin fee / account holder | $1,666 | $9,689-82.8% | $7,899-78.9% | $13,397-87.6% |