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 8-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 | $65,144 | $63,861+2.0% | $104,607-37.7% | $79,858-18.4% |
| Participation rate | 73.6% | 64.9%+8.7pp | 74.1%-0.5pp | 69.6%+4.0pp |
| Annual return | 9.93% | 21.30%-11.4pp | 340.46%-330.5pp | 31.71%-21.8pp |
| Employer contribution / active EE | $458 | $1,588-71.2% | $2,681-82.9% | $2,471-81.5% |
| Participant deferral / active EE | $3,194 | $2,693+18.6% | $3,740-14.6% | $3,740-14.6% |
| Admin fee / account holder | $1,763 | $4,185-57.9% | $6,473-72.8% | $5,306-66.8% |