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 | $73,337 | $49,227+49.0% | $70,449+4.1% | $79,858-8.2% |
| Participation rate | 70.0% | 69.2%+0.8pp | 75.1%-5.1pp | 69.6%+0.4pp |
| Annual return | 3.74% | 30.06%-26.3pp | 109.03%-105.3pp | 31.71%-28.0pp |
| Employer contribution / active EE | $1,380 | $2,099-34.3% | $2,737-49.6% | $2,471-44.2% |
| Participant deferral / active EE | $3,151 | $2,768+13.8% | $3,709-15.0% | $3,740-15.8% |
| Admin fee / account holder | $309 | $2,878-89.3% | $3,845-92.0% | $5,306-94.2% |