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 | $71,405 | $67,606+5.6% | $82,313-13.3% | $70,131+1.8% |
| Participation rate | 84.8% | 72.8%+12.0pp | 76.9%+7.9pp | 69.5%+15.2pp |
| Annual return | 8.04% | 21.57%-13.5pp | 25.88%-17.8pp | 73.14%-65.1pp |
| Employer contribution / active EE | $986 | $1,755-43.8% | $2,428-59.4% | $2,342-57.9% |
| Participant deferral / active EE | $3,488 | $2,987+16.8% | $3,706-5.9% | $3,332+4.7% |
| Admin fee / account holder | $903 | $4,512-80.0% | $5,608-83.9% | $4,645-80.6% |