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 | $137,642 | $138,347-0.5% | $184,203-25.3% | $80,856+70.2% |
| Participation rate | 85.2% | 83.9%+1.3pp | 86.8%-1.6pp | 67.6%+17.5pp |
| Annual return | 9.86% | 20.02%-10.2pp | 28.81%-19.0pp | 35.59%-25.7pp |
| Employer contribution / active EE | $4,976 | $4,850+2.6% | $6,427-22.6% | $2,755+80.6% |
| Participant deferral / active EE | $13,619 | $7,071+92.6% | $9,131+49.2% | $4,296+217.0% |
| Admin fee / account holder | $36,022 | $10,483+243.6% | $13,901+159.1% | $6,918+420.7% |