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 | $70,796 | $60,349+17.3% | $74,183-4.6% | $62,891+12.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 2.64% | 21.37%-18.7pp | 17.74%-15.1pp | 20.14%-17.5pp |
| Employer contribution / active EE | $1,277 | $1,680-24.0% | $2,370-46.1% | $2,281-44.0% |
| Participant deferral / active EE | $4,326 | $2,856+51.5% | $3,550+21.9% | $3,203+35.1% |
| Admin fee / account holder | $1,137 | $4,261-73.3% | $5,586-79.6% | $4,296-73.5% |