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 | $56,458 | $52,279+8.0% | $89,391-36.8% | $79,858-29.3% |
| Participation rate | 70.7% | 57.5%+13.2pp | 68.0%+2.8pp | 69.6%+1.1pp |
| Annual return | 10.34% | 22.16%-11.8pp | 245.62%-235.3pp | 31.71%-21.4pp |
| Employer contribution / active EE | $333 | $1,572-78.8% | $2,586-87.1% | $2,471-86.5% |
| Participant deferral / active EE | $1,755 | $2,740-36.0% | $3,890-54.9% | $3,740-53.1% |
| Admin fee / account holder | $3,030 | $3,356-9.7% | $4,881-37.9% | $5,306-42.9% |