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 | $60,357 | $58,523+3.1% | $99,443-39.3% | $72,985-17.3% |
| Participation rate | 74.5% | 64.6%+9.8pp | 73.8%+0.6pp | 69.5%+5.0pp |
| Annual return | 15.33% | 28.51%-13.2pp | 30.72%-15.4pp | 81.00%-65.7pp |
| Employer contribution / active EE | $617 | $1,512-59.2% | $2,540-75.7% | $2,440-74.7% |
| Participant deferral / active EE | $4,099 | $2,606+57.3% | $3,619+13.3% | $3,607+13.6% |
| Admin fee / account holder | $6,880 | $4,102+67.7% | $6,250+10.1% | $5,124+34.3% |