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 | $45,127 | $45,073+0.1% | $69,455-35.0% | $72,985-38.2% |
| Participation rate | 95.9% | 68.5%+27.4pp | 74.6%+21.3pp | 69.5%+26.4pp |
| Annual return | 4.97% | 22.65%-17.7pp | 28.97%-24.0pp | 81.00%-76.0pp |
| Employer contribution / active EE | $1,447 | $2,054-29.5% | $2,779-47.9% | $2,440-40.7% |
| Participant deferral / active EE | $1,871 | $2,602-28.1% | $3,535-47.1% | $3,607-48.1% |
| Admin fee / account holder | $3,926 | $3,056+28.5% | $3,839+2.3% | $5,124-23.4% |