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 | $61,791 | $60,349+2.4% | $74,183-16.7% | $62,891-1.7% |
| Participation rate | 82.4% | 72.7%+9.6pp | 76.6%+5.7pp | 69.3%+13.0pp |
| Annual return | 0.66% | 21.37%-20.7pp | 17.74%-17.1pp | 20.14%-19.5pp |
| Employer contribution / active EE | $455 | $1,680-72.9% | $2,370-80.8% | $2,281-80.1% |
| Participant deferral / active EE | $3,289 | $2,856+15.2% | $3,550-7.3% | $3,203+2.7% |
| Admin fee / account holder | $3,961 | $4,261-7.1% | $5,586-29.1% | $4,296-7.8% |