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 | $156,385 | $201,272-22.3% | $184,203-15.1% | $145,922+7.2% |
| Participation rate | 77.8% | 87.5%-9.7pp | 86.8%-9.0pp | 80.3%-2.5pp |
| Annual return | 9.52% | 29.00%-19.5pp | 28.81%-19.3pp | 561.29%-551.8pp |
| Employer contribution / active EE | $2,024 | $7,022-71.2% | $6,427-68.5% | $4,660-56.6% |
| Participant deferral / active EE | $4,356 | $9,806-55.6% | $9,131-52.3% | $6,688-34.9% |
| Admin fee / account holder | $3,716 | $16,364-77.3% | $13,901-73.3% | $13,397-72.3% |