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 | $61,596 | $56,277+9.5% | $80,975-23.9% | $62,891-2.1% |
| Participation rate | 80.6% | 69.0%+11.6pp | 75.8%+4.7pp | 69.3%+11.2pp |
| Annual return | 5.55% | 22.12%-16.6pp | 17.10%-11.6pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,683 | $1,943-13.4% | $3,714-54.7% | $2,281-26.2% |
| Participant deferral / active EE | $2,768 | $4,195-34.0% | $5,696-51.4% | $3,203-13.6% |
| Admin fee / account holder | $5,566 | $3,741+48.8% | $5,516+0.9% | $4,296+29.6% |