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 | $64,309 | $72,277-11.0% | $101,248-36.5% | $79,858-19.5% |
| Participation rate | 72.4% | 68.5%+4.0pp | 75.8%-3.4pp | 69.6%+2.8pp |
| Annual return | 6.75% | 22.30%-15.5pp | 46.47%-39.7pp | 31.71%-25.0pp |
| Employer contribution / active EE | $2,010 | $2,692-25.3% | $3,660-45.1% | $2,471-18.7% |
| Participant deferral / active EE | $2,216 | $3,282-32.5% | $4,370-49.3% | $3,740-40.7% |
| Admin fee / account holder | $2,352 | $4,400-46.6% | $5,945-60.4% | $5,306-55.7% |