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 | $68,793 | $64,348+6.9% | $90,160-23.7% | $70,131-1.9% |
| Participation rate | 97.4% | 70.4%+27.0pp | 76.9%+20.6pp | 69.5%+27.9pp |
| Annual return | 13.05% | 28.13%-15.1pp | 34.88%-21.8pp | 73.14%-60.1pp |
| Employer contribution / active EE | $946 | $2,046-53.7% | $3,318-71.5% | $2,342-59.6% |
| Participant deferral / active EE | $2,575 | $4,389-41.3% | $5,288-51.3% | $3,332-22.7% |
| Admin fee / account holder | $1,340 | $3,944-66.0% | $5,943-77.5% | $4,645-71.2% |