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 | $71,427 | $72,492-1.5% | $87,100-18.0% | $72,985-2.1% |
| Participation rate | 75.7% | 72.8%+2.9pp | 76.9%-1.2pp | 69.5%+6.2pp |
| Annual return | 14.47% | 24.46%-10.0pp | 28.19%-13.7pp | 81.00%-66.5pp |
| Employer contribution / active EE | $1,610 | $1,894-15.0% | $2,521-36.1% | $2,440-34.0% |
| Participant deferral / active EE | $3,511 | $3,270+7.4% | $4,049-13.3% | $3,607-2.7% |
| Admin fee / account holder | $638 | $5,055-87.4% | $7,497-91.5% | $5,124-87.5% |