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 | $185,449 | $201,272-7.9% | $184,203+0.7% | $145,922+27.1% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 9.09% | 29.00%-19.9pp | 28.81%-19.7pp | 561.29%-552.2pp |
| Employer contribution / active EE | $4,621 | $7,022-34.2% | $6,427-28.1% | $4,660-0.8% |
| Participant deferral / active EE | $12,175 | $9,806+24.2% | $9,131+33.3% | $6,688+82.1% |
| Admin fee / account holder | $12,759 | $16,364-22.0% | $13,901-8.2% | $13,397-4.8% |