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 | $73,144 | $72,492+0.9% | $87,100-16.0% | $72,985+0.2% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.9%-1.9pp | 69.5%+5.5pp |
| Annual return | 10.84% | 24.46%-13.6pp | 28.19%-17.4pp | 81.00%-70.2pp |
| Employer contribution / active EE | $794 | $1,894-58.1% | $2,521-68.5% | $2,440-67.5% |
| Participant deferral / active EE | $2,494 | $3,270-23.7% | $4,049-38.4% | $3,607-30.9% |
| Admin fee / account holder | $6,932 | $5,055+37.1% | $7,497-7.5% | $5,124+35.3% |