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 | $58,401 | $46,553+25.5% | $64,056-8.8% | $75,163-22.3% |
| Participation rate | 73.3% | 65.9%+7.4pp | 72.3%+1.0pp | 67.2%+6.1pp |
| Annual return | 10.52% | 26.03%-15.5pp | 33.69%-23.2pp | 160.62%-150.1pp |
| Employer contribution / active EE | $1,539 | $1,974-22.0% | $2,747-44.0% | $2,670-42.4% |
| Participant deferral / active EE | $2,507 | $2,837-11.6% | $3,880-35.4% | $4,125-39.2% |
| Admin fee / account holder | $2,311 | $2,952-21.7% | $3,068-24.7% | $5,651-59.1% |