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 | $72,423 | $65,365+10.8% | $92,893-22.0% | $72,985-0.8% |
| Participation rate | 73.3% | 68.3%+5.0pp | 76.0%-2.7pp | 69.5%+3.8pp |
| Annual return | 16.18% | 42.10%-25.9pp | 109.41%-93.2pp | 81.00%-64.8pp |
| Employer contribution / active EE | $3,966 | $2,594+52.9% | $3,653+8.6% | $2,440+62.5% |
| Participant deferral / active EE | $6,646 | $3,128+112.4% | $4,236+56.9% | $3,607+84.2% |
| Admin fee / account holder | $27,091 | $4,251+537.2% | $5,794+367.6% | $5,124+428.7% |