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 | $235,402 | $201,272+17.0% | $184,203+27.8% | $145,922+61.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.37% | 29.00%-19.6pp | 28.81%-19.4pp | 561.29%-551.9pp |
| Employer contribution / active EE | $4,223 | $7,022-39.9% | $6,427-34.3% | $4,660-9.4% |
| Participant deferral / active EE | $11,086 | $9,806+13.1% | $9,131+21.4% | $6,688+65.8% |
| Admin fee / account holder | $12,068 | $16,364-26.3% | $13,901-13.2% | $13,397-9.9% |