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 | $66,411 | $65,365+1.6% | $92,893-28.5% | $72,985-9.0% |
| Participation rate | 80.6% | 68.3%+12.3pp | 76.0%+4.6pp | 69.5%+11.2pp |
| Annual return | 1.88% | 42.10%-40.2pp | 109.41%-107.5pp | 81.00%-79.1pp |
| Employer contribution / active EE | $1,852 | $2,594-28.6% | $3,653-49.3% | $2,440-24.1% |
| Participant deferral / active EE | $4,529 | $3,128+44.8% | $4,236+6.9% | $3,607+25.5% |
| Admin fee / account holder | $722 | $4,251-83.0% | $5,794-87.5% | $5,124-85.9% |