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 | $60,916 | $59,101+3.1% | $77,163-21.1% | $75,163-19.0% |
| Participation rate | 92.5% | 63.9%+28.6pp | 69.6%+22.9pp | 67.2%+25.3pp |
| Annual return | 11.46% | 26.71%-15.3pp | 37.87%-26.4pp | 160.62%-149.2pp |
| Employer contribution / active EE | $1,682 | $1,995-15.7% | $2,535-33.6% | $2,670-37.0% |
| Participant deferral / active EE | $4,621 | $2,999+54.1% | $3,833+20.6% | $4,125+12.0% |
| Admin fee / account holder | $6,938 | $4,774+45.3% | $5,472+26.8% | $5,651+22.8% |