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 | $170,194 | $198,466-14.2% | $170,442-0.1% | $147,584+15.3% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 7.86% | 257.29%-249.4pp | 205.93%-198.1pp | 578.55%-570.7pp |
| Employer contribution / active EE | $3,244 | $6,184-47.5% | $5,433-40.3% | $4,876-33.5% |
| Participant deferral / active EE | $10,529 | $5,629+87.0% | $4,939+113.2% | $5,439+93.6% |
| Admin fee / account holder | $29,267 | $16,852+73.7% | $13,880+110.8% | $10,885+168.9% |