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 | $156,654 | $117,841+32.9% | $102,423+52.9% | $145,922+7.4% |
| Participation rate | 86.4% | 78.6%+7.8pp | 76.5%+9.9pp | 80.3%+6.1pp |
| Annual return | 8.06% | 31.65%-23.6pp | 29.32%-21.3pp | 561.29%-553.2pp |
| Employer contribution / active EE | $13,127 | $3,615+263.2% | $3,023+334.2% | $4,660+181.7% |
| Participant deferral / active EE | $4,354 | $5,731-24.0% | $5,053-13.8% | $6,688-34.9% |
| Admin fee / account holder | $17,335 | $13,326+30.1% | $9,451+83.4% | $13,397+29.4% |