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 | $57,488 | $80,717-28.8% | $154,803-62.9% | $84,808-32.2% |
| Participation rate | 82.0% | 66.8%+15.2pp | 78.1%+3.9pp | 68.3%+13.7pp |
| Annual return | 10.86% | 37.96%-27.1pp | 58.88%-48.0pp | 40.90%-30.0pp |
| Employer contribution / active EE | $2,795 | $2,761+1.2% | $4,305-35.1% | $2,631+6.2% |
| Participant deferral / active EE | $1,381 | $3,303-58.2% | $5,540-75.1% | $4,212-67.2% |
| Admin fee / account holder | $6,792 | $6,746+0.7% | $14,329-52.6% | $7,344-7.5% |