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 | $201,687 | $108,912+85.2% | $100,383+100.9% | $145,959+38.2% |
| Participation rate | 89.5% | 83.0%+6.5pp | 81.5%+8.0pp | 80.3%+9.2pp |
| Annual return | 10.07% | 57.96%-47.9pp | 49.26%-39.2pp | 561.95%-551.9pp |
| Employer contribution / active EE | $4,047 | $4,423-8.5% | $3,944+2.6% | $4,661-13.2% |
| Participant deferral / active EE | $8,791 | $8,451+4.0% | $8,086+8.7% | $6,689+31.4% |
| Admin fee / account holder | $5,997 | $9,690-38.1% | $7,900-24.1% | $13,398-55.2% |