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 | $62,392 | $78,672-20.7% | $109,143-42.8% | $85,850-27.3% |
| Participation rate | 70.6% | 68.3%+2.3pp | 75.9%-5.3pp | 69.3%+1.3pp |
| Annual return | 7.44% | 25.09%-17.6pp | 25.75%-18.3pp | 318.53%-311.1pp |
| Employer contribution / active EE | $1,254 | $2,735-54.2% | $3,722-66.3% | $2,565-51.1% |
| Participant deferral / active EE | $3,768 | $3,467+8.7% | $4,653-19.0% | $3,952-4.7% |
| Admin fee / account holder | $6,656 | $5,469+21.7% | $6,752-1.4% | $6,260+6.3% |