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 | $70,205 | $78,705-10.8% | $117,854-40.4% | $70,131+0.1% |
| Participation rate | 72.9% | 73.2%-0.3pp | 79.7%-6.7pp | 69.5%+3.4pp |
| Annual return | 10.02% | 23.30%-13.3pp | 335.08%-325.1pp | 73.14%-63.1pp |
| Employer contribution / active EE | $922 | $2,223-58.5% | $3,786-75.6% | $2,342-60.6% |
| Participant deferral / active EE | $1,927 | $3,297-41.5% | $4,482-57.0% | $3,332-42.2% |
| Admin fee / account holder | $2,362 | $5,065-53.4% | $8,020-70.5% | $4,645-49.1% |