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 | $64,348 | $60,022+7.2% | $88,946-27.7% | $84,808-24.1% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 11.56% | 22.43%-10.9pp | 57.82%-46.3pp | 40.90%-29.3pp |
| Employer contribution / active EE | $2,256 | $1,703+32.5% | $2,555-11.7% | $2,631-14.3% |
| Participant deferral / active EE | $2,725 | $3,114-12.5% | $4,581-40.5% | $4,212-35.3% |
| Admin fee / account holder | $1,638 | $4,811-65.9% | $8,261-80.2% | $7,344-77.7% |