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 | $36,297 | $57,065-36.4% | $75,670-52.0% | $70,131-48.2% |
| Participation rate | 81.3% | 68.1%+13.2pp | 72.3%+9.0pp | 69.5%+11.8pp |
| Annual return | 11.86% | 23.57%-11.7pp | 27.34%-15.5pp | 73.14%-61.3pp |
| Employer contribution / active EE | $1,854 | $1,817+2.1% | $2,352-21.2% | $2,342-20.9% |
| Participant deferral / active EE | $2,428 | $2,580-5.9% | $3,142-22.7% | $3,332-27.1% |
| Admin fee / account holder | $846 | $3,825-77.9% | $5,800-85.4% | $4,645-81.8% |