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 | $148,969 | $175,202-15.0% | $149,673-0.5% | $139,434+6.8% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 9.94% | 166.71%-156.8pp | 134.42%-124.5pp | 372.94%-363.0pp |
| Employer contribution / active EE | $7,598 | $5,474+38.8% | $4,818+57.7% | $4,751+59.9% |
| Participant deferral / active EE | $2,740 | $6,519-58.0% | $5,680-51.8% | $6,710-59.2% |
| Admin fee / account holder | $22,749 | $16,150+40.9% | $13,210+72.2% | $11,403+99.5% |