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 | $57,273 | $49,227+16.3% | $70,449-18.7% | $79,858-28.3% |
| Participation rate | 70.0% | 69.2%+0.8pp | 75.1%-5.1pp | 69.6%+0.4pp |
| Annual return | 0.74% | 30.06%-29.3pp | 109.03%-108.3pp | 31.71%-31.0pp |
| Employer contribution / active EE | $747 | $2,099-64.4% | $2,737-72.7% | $2,471-69.8% |
| Participant deferral / active EE | $4,307 | $2,768+55.6% | $3,709+16.1% | $3,740+15.2% |
| Admin fee / account holder | $28,855 | $2,878+902.6% | $3,845+650.4% | $5,306+443.8% |