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 | $70,596 | $61,774+14.3% | $97,226-27.4% | $80,856-12.7% |
| Participation rate | 84.0% | 63.5%+20.5pp | 72.7%+11.3pp | 67.6%+16.4pp |
| Annual return | 10.02% | -557.90%+567.9pp | 75.13%-65.1pp | 35.59%-25.6pp |
| Employer contribution / active EE | $1,772 | $1,837-3.5% | $2,729-35.1% | $2,755-35.7% |
| Participant deferral / active EE | $3,045 | $3,029+0.5% | $4,264-28.6% | $4,296-29.1% |
| Admin fee / account holder | $5,679 | $5,166+9.9% | $5,654+0.5% | $6,918-17.9% |