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 | $67,578 | $78,422-13.8% | $95,952-29.6% | $79,858-15.4% |
| Participation rate | 73.0% | 73.5%-0.5pp | 77.1%-4.1pp | 69.6%+3.3pp |
| Annual return | 4.33% | 19.37%-15.0pp | 91.61%-87.3pp | 31.71%-27.4pp |
| Employer contribution / active EE | $1,534 | $1,945-21.1% | $2,541-39.6% | $2,471-37.9% |
| Participant deferral / active EE | $2,740 | $3,440-20.3% | $4,167-34.2% | $3,740-26.7% |
| Admin fee / account holder | $7,895 | $5,622+40.4% | $6,795+16.2% | $5,306+48.8% |