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 9-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 | $105,082 | $105,181-0.1% | $159,436-34.1% | $85,850+22.4% |
| Participation rate | 73.9% | 75.8%-1.9pp | 82.8%-8.9pp | 69.3%+4.6pp |
| Annual return | 11.78% | 45.07%-33.3pp | 263.57%-251.8pp | 318.53%-306.8pp |
| Employer contribution / active EE | $3,675 | $3,318+10.8% | $4,829-23.9% | $2,565+43.3% |
| Participant deferral / active EE | $6,515 | $5,945+9.6% | $7,352-11.4% | $3,952+64.9% |
| Admin fee / account holder | $6,456 | $6,933-6.9% | $10,799-40.2% | $6,260+3.1% |