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 | $65,203 | $101,724-35.9% | $164,813-60.4% | $80,856-19.4% |
| Participation rate | 76.7% | 71.8%+4.9pp | 78.6%-1.9pp | 67.6%+9.1pp |
| Annual return | 6.99% | 16.72%-9.7pp | 69.93%-62.9pp | 35.59%-28.6pp |
| Employer contribution / active EE | $2,298 | $2,953-22.2% | $4,341-47.1% | $2,755-16.6% |
| Participant deferral / active EE | $3,750 | $4,477-16.2% | $6,031-37.8% | $4,296-12.7% |
| Admin fee / account holder | $7,514 | $8,227-8.7% | $12,690-40.8% | $6,918+8.6% |