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 | $72,181 | $81,248-11.2% | $155,509-53.6% | $80,856-10.7% |
| Participation rate | 86.0% | 66.2%+19.8pp | 78.2%+7.9pp | 67.6%+18.4pp |
| Annual return | 8.35% | 33.31%-25.0pp | 64.67%-56.3pp | 35.59%-27.2pp |
| Employer contribution / active EE | $3,064 | $3,100-1.2% | $4,672-34.4% | $2,755+11.2% |
| Participant deferral / active EE | $2,995 | $3,452-13.2% | $5,626-46.8% | $4,296-30.3% |
| Admin fee / account holder | $801 | $7,997-90.0% | $15,912-95.0% | $6,918-88.4% |