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 | $67,868 | $74,927-9.4% | $101,794-33.3% | $84,808-20.0% |
| Participation rate | 79.2% | 61.4%+17.8pp | 69.2%+10.0pp | 68.3%+10.9pp |
| Annual return | 12.45% | 18.70%-6.2pp | 30.53%-18.1pp | 40.90%-28.4pp |
| Employer contribution / active EE | $1,597 | $1,522+5.0% | $2,289-30.2% | $2,631-39.3% |
| Participant deferral / active EE | $4,327 | $3,099+39.6% | $4,084+5.9% | $4,212+2.7% |
| Admin fee / account holder | $998 | $6,514-84.7% | $8,777-88.6% | $7,344-86.4% |