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 | $176,892 | $157,256+12.5% | $141,162+25.3% | $152,861+15.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 13.48% | 64.32%-50.8pp | 71.39%-57.9pp | 345.32%-331.8pp |
| Employer contribution / active EE | $2,275 | $5,261-56.8% | $4,735-52.0% | $4,762-52.2% |
| Participant deferral / active EE | $12,637 | $7,109+77.8% | $6,709+88.4% | $5,850+116.0% |
| Admin fee / account holder | $90,810 | $12,120+649.2% | $10,261+785.0% | $11,596+683.1% |