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 | $70,861 | $49,227+43.9% | $70,449+0.6% | $79,858-11.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 4.19% | 30.06%-25.9pp | 109.03%-104.8pp | 31.71%-27.5pp |
| Employer contribution / active EE | $453 | $2,099-78.4% | $2,737-83.5% | $2,471-81.7% |
| Participant deferral / active EE | $2,555 | $2,768-7.7% | $3,709-31.1% | $3,740-31.7% |
| Admin fee / account holder | $529 | $2,878-81.6% | $3,845-86.2% | $5,306-90.0% |