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 | $67,074 | $95,453-29.7% | $112,040-40.1% | $82,448-18.6% |
| Participation rate | 77.4% | 72.8%+4.7pp | 76.5%+0.9pp | 68.1%+9.4pp |
| Annual return | 4.24% | 23.92%-19.7pp | 24.52%-20.3pp | 41.64%-37.4pp |
| Employer contribution / active EE | $1,174 | $2,318-49.3% | $2,954-60.2% | $2,551-54.0% |
| Participant deferral / active EE | $2,418 | $4,224-42.7% | $5,098-52.6% | $4,139-41.6% |
| Admin fee / account holder | $7,503 | $9,013-16.8% | $12,098-38.0% | $7,234+3.7% |