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 | $59,278 | $73,933-19.8% | $96,683-38.7% | $75,163-21.1% |
| Participation rate | 72.0% | 66.4%+5.6pp | 74.3%-2.3pp | 67.2%+4.8pp |
| Annual return | 11.05% | 26.70%-15.7pp | 35.69%-24.6pp | 160.62%-149.6pp |
| Employer contribution / active EE | $2,058 | $2,928-29.7% | $3,737-44.9% | $2,670-22.9% |
| Participant deferral / active EE | $3,827 | $3,659+4.6% | $4,878-21.5% | $4,125-7.2% |
| Admin fee / account holder | $7,625 | $5,216+46.2% | $6,730+13.3% | $5,651+34.9% |