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 4-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 | $186,021 | $201,272-7.6% | $184,203+1.0% | $145,922+27.5% |
| Participation rate | 86.7% | 87.5%-0.8pp | 86.8%-0.2pp | 80.3%+6.4pp |
| Annual return | 9.46% | 29.00%-19.5pp | 28.81%-19.4pp | 561.29%-551.8pp |
| Employer contribution / active EE | $3,619 | $7,022-48.5% | $6,427-43.7% | $4,660-22.3% |
| Participant deferral / active EE | $9,730 | $9,806-0.8% | $9,131+6.6% | $6,688+45.5% |
| Admin fee / account holder | $3,447 | $16,364-78.9% | $13,901-75.2% | $13,397-74.3% |