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 | $191,326 | $165,335+15.7% | $149,696+27.8% | $158,922+20.4% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 5.67% | 348.15%-342.5pp | 276.60%-270.9pp | 302.83%-297.2pp |
| Employer contribution / active EE | $1,534 | $5,103-69.9% | $4,644-67.0% | $4,761-67.8% |
| Participant deferral / active EE | $14,794 | $7,181+106.0% | $6,842+116.2% | $5,982+147.3% |
| Admin fee / account holder | $35,851 | $10,807+231.8% | $9,309+285.1% | $11,246+218.8% |