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 | $57,074 | $72,277-21.0% | $101,248-43.6% | $79,858-28.5% |
| Participation rate | 76.7% | 68.5%+8.2pp | 75.8%+0.9pp | 69.6%+7.0pp |
| Annual return | 9.74% | 22.30%-12.6pp | 46.47%-36.7pp | 31.71%-22.0pp |
| Employer contribution / active EE | $1,242 | $2,692-53.9% | $3,660-66.1% | $2,471-49.7% |
| Participant deferral / active EE | $2,557 | $3,282-22.1% | $4,370-41.5% | $3,740-31.6% |
| Admin fee / account holder | $5,678 | $4,400+29.0% | $5,945-4.5% | $5,306+7.0% |