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 | $64,817 | $62,672+3.4% | $185,117-65.0% | $70,131-7.6% |
| Participation rate | 75.8% | 63.8%+12.0pp | 77.3%-1.5pp | 69.5%+6.3pp |
| Annual return | 12.71% | 40.79%-28.1pp | 40.50%-27.8pp | 73.14%-60.4pp |
| Employer contribution / active EE | $1,462 | $1,753-16.6% | $4,182-65.0% | $2,342-37.6% |
| Participant deferral / active EE | $3,430 | $3,272+4.9% | $5,045-32.0% | $3,332+3.0% |
| Admin fee / account holder | $7,090 | $3,932+80.3% | $8,159-13.1% | $4,645+52.6% |