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 | $50,953 | $46,869+8.7% | $122,332-58.3% | $70,131-27.3% |
| Participation rate | 73.7% | 58.2%+15.5pp | 71.6%+2.1pp | 69.5%+4.1pp |
| Annual return | 11.91% | 24.22%-12.3pp | 30.27%-18.4pp | 73.14%-61.2pp |
| Employer contribution / active EE | $2,880 | $1,288+123.6% | $4,050-28.9% | $2,342+22.9% |
| Participant deferral / active EE | $4,169 | $2,166+92.4% | $3,287+26.8% | $3,332+25.1% |
| Admin fee / account holder | $2,567 | $3,322-22.7% | $5,478-53.1% | $4,645-44.7% |