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 | $70,334 | $67,411+4.3% | $91,001-22.7% | $70,131+0.3% |
| Participation rate | 80.6% | 71.4%+9.3pp | 75.6%+5.0pp | 69.5%+11.1pp |
| Annual return | 7.55% | -40.16%+47.7pp | 4.60%+3.0pp | 73.14%-65.6pp |
| Employer contribution / active EE | $1,155 | $1,786-35.3% | $2,456-53.0% | $2,342-50.7% |
| Participant deferral / active EE | $2,310 | $2,823-18.2% | $3,547-34.9% | $3,332-30.7% |
| Admin fee / account holder | $846 | $4,236-80.0% | $5,417-84.4% | $4,645-81.8% |