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 | $168,817 | $202,318-16.6% | $172,739-2.3% | $152,861+10.4% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 9.21% | 1029.65%-1020.4pp | 802.84%-793.6pp | 345.32%-336.1pp |
| Employer contribution / active EE | $2,528 | $5,856-56.8% | $5,143-50.8% | $4,762-46.9% |
| Participant deferral / active EE | $6,448 | $5,948+8.4% | $5,198+24.1% | $5,850+10.2% |
| Admin fee / account holder | $38,137 | $17,109+122.9% | $13,954+173.3% | $11,596+228.9% |