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 | $86,468 | $74,927+15.4% | $101,794-15.1% | $84,808+2.0% |
| Participation rate | 75.6% | 61.4%+14.2pp | 69.2%+6.4pp | 68.3%+7.2pp |
| Annual return | 9.74% | 18.70%-9.0pp | 30.53%-20.8pp | 40.90%-31.2pp |
| Employer contribution / active EE | $549 | $1,522-64.0% | $2,289-76.0% | $2,631-79.2% |
| Participant deferral / active EE | $5,487 | $3,099+77.0% | $4,084+34.3% | $4,212+30.3% |
| Admin fee / account holder | $1,642 | $6,514-74.8% | $8,777-81.3% | $7,344-77.6% |