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 | $165,660 | $159,602+3.8% | $150,045+10.4% | $142,382+16.3% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 9.82% | 70.24%-60.4pp | 62.55%-52.7pp | 217.08%-207.3pp |
| Employer contribution / active EE | $2,091 | $4,961-57.8% | $4,693-55.4% | $4,299-51.4% |
| Participant deferral / active EE | $9,970 | $8,310+20.0% | $7,997+24.7% | $6,507+53.2% |
| Admin fee / account holder | $50,150 | $14,846+237.8% | $13,435+273.3% | $12,624+297.3% |