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 | $76,912 | $67,606+13.8% | $82,313-6.6% | $70,131+9.7% |
| Participation rate | 71.4% | 72.8%-1.3pp | 76.9%-5.5pp | 69.5%+1.9pp |
| Annual return | 10.31% | 21.57%-11.3pp | 25.88%-15.6pp | 73.14%-62.8pp |
| Employer contribution / active EE | $884 | $1,755-49.6% | $2,428-63.6% | $2,342-62.3% |
| Participant deferral / active EE | $6,928 | $2,987+132.0% | $3,706+86.9% | $3,332+107.9% |
| Admin fee / account holder | $881 | $4,512-80.5% | $5,608-84.3% | $4,645-81.0% |