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 | $51,128 | $54,762-6.6% | $90,281-43.4% | $72,985-29.9% |
| Participation rate | 73.3% | 65.1%+8.2pp | 73.3%+0.1pp | 69.5%+3.8pp |
| Annual return | 4.68% | 30.63%-25.9pp | 78.10%-73.4pp | 81.00%-76.3pp |
| Employer contribution / active EE | $2,046 | $2,092-2.2% | $2,854-28.3% | $2,440-16.1% |
| Participant deferral / active EE | $3,097 | $2,887+7.3% | $3,885-20.3% | $3,607-14.1% |
| Admin fee / account holder | $478 | $3,972-88.0% | $5,351-91.1% | $5,124-90.7% |