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 | $194,425 | $159,602+21.8% | $150,045+29.6% | $142,382+36.6% |
| Participation rate | 95.7% | 84.0%+11.7pp | 82.3%+13.3pp | 80.1%+15.5pp |
| Annual return | 12.36% | 70.24%-57.9pp | 62.55%-50.2pp | 217.08%-204.7pp |
| Employer contribution / active EE | $2,898 | $4,961-41.6% | $4,693-38.2% | $4,299-32.6% |
| Participant deferral / active EE | $7,526 | $8,310-9.4% | $7,997-5.9% | $6,507+15.7% |
| Admin fee / account holder | $18,789 | $14,846+26.6% | $13,435+39.9% | $12,624+48.8% |