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 | $95,427 | $95,803-0.4% | $113,168-15.7% | $84,808+12.5% |
| Participation rate | 73.3% | 72.9%+0.5pp | 76.6%-3.2pp | 68.3%+5.0pp |
| Annual return | 6.75% | 25.00%-18.3pp | 24.27%-17.5pp | 40.90%-34.2pp |
| Employer contribution / active EE | $1,710 | $2,360-27.5% | $2,975-42.5% | $2,631-35.0% |
| Participant deferral / active EE | $3,097 | $4,242-27.0% | $5,107-39.3% | $4,212-26.5% |
| Admin fee / account holder | $2,993 | $8,989-66.7% | $12,068-75.2% | $7,344-59.2% |