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 | $138,742 | $138,347+0.3% | $184,203-24.7% | $80,856+71.6% |
| Participation rate | 97.4% | 83.9%+13.6pp | 86.8%+10.6pp | 67.6%+29.8pp |
| Annual return | 10.74% | 20.02%-9.3pp | 28.81%-18.1pp | 35.59%-24.9pp |
| Employer contribution / active EE | $4,770 | $4,850-1.7% | $6,427-25.8% | $2,755+73.1% |
| Participant deferral / active EE | $7,437 | $7,071+5.2% | $9,131-18.6% | $4,296+73.1% |
| Admin fee / account holder | $13,841 | $10,483+32.0% | $13,901-0.4% | $6,918+100.1% |