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 | $169,192 | $159,602+6.0% | $150,045+12.8% | $142,382+18.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.46% | 70.24%-58.8pp | 62.55%-51.1pp | 217.08%-205.6pp |
| Employer contribution / active EE | $8,263 | $4,961+66.6% | $4,693+76.1% | $4,299+92.2% |
| Participant deferral / active EE | $14,246 | $8,310+71.4% | $7,997+78.1% | $6,507+118.9% |
| Admin fee / account holder | $10,903 | $14,846-26.6% | $13,435-18.8% | $12,624-13.6% |