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 | $70,298 | $86,929-19.1% | $102,423-31.4% | $80,856-13.1% |
| Participation rate | 70.7% | 72.4%-1.6pp | 76.5%-5.8pp | 67.6%+3.1pp |
| Annual return | 10.18% | 18.88%-8.7pp | 29.32%-19.1pp | 35.59%-25.4pp |
| Employer contribution / active EE | $2,242 | $2,369-5.4% | $3,023-25.8% | $2,755-18.6% |
| Participant deferral / active EE | $4,006 | $4,118-2.7% | $5,053-20.7% | $4,296-6.7% |
| Admin fee / account holder | $1,906 | $8,049-76.3% | $9,451-79.8% | $6,918-72.5% |