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 | $63,468 | $63,355+0.2% | $91,989-31.0% | $72,985-13.0% |
| Participation rate | 94.3% | 72.5%+21.8pp | 78.6%+15.7pp | 69.5%+24.8pp |
| Annual return | 3.31% | 35.35%-32.0pp | 69.02%-65.7pp | 81.00%-77.7pp |
| Employer contribution / active EE | $531 | $2,116-74.9% | $3,452-84.6% | $2,440-78.2% |
| Participant deferral / active EE | $2,815 | $4,883-42.4% | $5,923-52.5% | $3,607-22.0% |
| Admin fee / account holder | $5,777 | $4,668+23.8% | $7,743-25.4% | $5,124+12.7% |