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 | $77,103 | $73,933+4.3% | $96,683-20.3% | $75,163+2.6% |
| Participation rate | 93.1% | 66.4%+26.7pp | 74.3%+18.8pp | 67.2%+25.9pp |
| Annual return | 12.44% | 26.70%-14.3pp | 35.69%-23.3pp | 160.62%-148.2pp |
| Employer contribution / active EE | $1,755 | $2,928-40.1% | $3,737-53.0% | $2,670-34.3% |
| Participant deferral / active EE | $2,576 | $3,659-29.6% | $4,878-47.2% | $4,125-37.6% |
| Admin fee / account holder | $5,032 | $5,216-3.5% | $6,730-25.2% | $5,651-11.0% |