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 | $45,320 | $49,227-7.9% | $70,449-35.7% | $79,858-43.2% |
| Participation rate | 74.3% | 69.2%+5.2pp | 75.1%-0.7pp | 69.6%+4.7pp |
| Annual return | 4.79% | 30.06%-25.3pp | 109.03%-104.2pp | 31.71%-26.9pp |
| Employer contribution / active EE | $2,100 | $2,099+0.1% | $2,737-23.3% | $2,471-15.0% |
| Participant deferral / active EE | $5,704 | $2,768+106.1% | $3,709+53.8% | $3,740+52.5% |
| Admin fee / account holder | $417 | $2,878-85.5% | $3,845-89.2% | $5,306-92.1% |