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 | $70,955 | $72,492-2.1% | $87,100-18.5% | $72,985-2.8% |
| Participation rate | 70.0% | 72.8%-2.8pp | 76.9%-6.9pp | 69.5%+0.5pp |
| Annual return | 6.19% | 24.46%-18.3pp | 28.19%-22.0pp | 81.00%-74.8pp |
| Employer contribution / active EE | $1,712 | $1,894-9.6% | $2,521-32.1% | $2,440-29.8% |
| Participant deferral / active EE | $2,354 | $3,270-28.0% | $4,049-41.9% | $3,607-34.7% |
| Admin fee / account holder | $1,497 | $5,055-70.4% | $7,497-80.0% | $5,124-70.8% |