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 | $65,712 | $74,927-12.3% | $101,794-35.4% | $84,808-22.5% |
| Participation rate | 90.6% | 61.4%+29.2pp | 69.2%+21.4pp | 68.3%+22.3pp |
| Annual return | 11.21% | 18.70%-7.5pp | 30.53%-19.3pp | 40.90%-29.7pp |
| Employer contribution / active EE | $1,528 | $1,522+0.4% | $2,289-33.3% | $2,631-41.9% |
| Participant deferral / active EE | $3,802 | $3,099+22.7% | $4,084-6.9% | $4,212-9.7% |
| Admin fee / account holder | $3,329 | $6,514-48.9% | $8,777-62.1% | $7,344-54.7% |