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 | $69,267 | $76,367-9.3% | $93,606-26.0% | $72,985-5.1% |
| Participation rate | 75.0% | 71.7%+3.3pp | 75.8%-0.8pp | 69.5%+5.5pp |
| Annual return | 6.50% | 25.82%-19.3pp | 32.76%-26.3pp | 81.00%-74.5pp |
| Employer contribution / active EE | $1,405 | $2,275-38.3% | $2,718-48.3% | $2,440-42.4% |
| Participant deferral / active EE | $2,467 | $3,538-30.3% | $4,069-39.4% | $3,607-31.6% |
| Admin fee / account holder | $2,397 | $6,838-65.0% | $7,888-69.6% | $5,124-53.2% |