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 | $67,960 | $63,861+6.4% | $104,607-35.0% | $79,858-14.9% |
| Participation rate | 70.0% | 64.9%+5.1pp | 74.1%-4.1pp | 69.6%+0.4pp |
| Annual return | 4.49% | 21.30%-16.8pp | 340.46%-336.0pp | 31.71%-27.2pp |
| Employer contribution / active EE | $2,228 | $1,588+40.3% | $2,681-16.9% | $2,471-9.8% |
| Participant deferral / active EE | $3,038 | $2,693+12.8% | $3,740-18.8% | $3,740-18.8% |
| Admin fee / account holder | $2,608 | $4,185-37.7% | $6,473-59.7% | $5,306-50.8% |