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 | $145,452 | $138,347+5.1% | $184,203-21.0% | $80,856+79.9% |
| Participation rate | 96.0% | 83.9%+12.1pp | 86.8%+9.2pp | 67.6%+28.4pp |
| Annual return | 9.54% | 20.02%-10.5pp | 28.81%-19.3pp | 35.59%-26.1pp |
| Employer contribution / active EE | $3,235 | $4,850-33.3% | $6,427-49.7% | $2,755+17.4% |
| Participant deferral / active EE | $4,489 | $7,071-36.5% | $9,131-50.8% | $4,296+4.5% |
| Admin fee / account holder | $12,236 | $10,483+16.7% | $13,901-12.0% | $6,918+76.9% |