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 | $186,865 | $183,519+1.8% | $155,509+20.2% | $145,922+28.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 5.26% | 61.17%-55.9pp | 64.67%-59.4pp | 561.29%-556.0pp |
| Employer contribution / active EE | $2,597 | $5,313-51.1% | $4,672-44.4% | $4,660-44.3% |
| Participant deferral / active EE | $12,258 | $6,462+89.7% | $5,626+117.9% | $6,688+83.3% |
| Admin fee / account holder | $88,554 | $19,313+358.5% | $15,912+456.5% | $13,397+561.0% |