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 | $58,951 | $63,764-7.5% | $81,930-28.0% | $79,858-26.2% |
| Participation rate | 73.2% | 67.5%+5.7pp | 72.0%+1.2pp | 69.6%+3.6pp |
| Annual return | 4.29% | 22.66%-18.4pp | 29.49%-25.2pp | 31.71%-27.4pp |
| Employer contribution / active EE | $1,562 | $1,795-13.0% | $4,310-63.8% | $2,471-36.8% |
| Participant deferral / active EE | $4,019 | $2,780+44.6% | $7,107-43.4% | $3,740+7.5% |
| Admin fee / account holder | $1,507 | $4,426-66.0% | $5,158-70.8% | $5,306-71.6% |