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 | $64,611 | $70,475-8.3% | $100,516-35.7% | $79,858-19.1% |
| Participation rate | 83.9% | 73.7%+10.2pp | 79.4%+4.5pp | 69.6%+14.2pp |
| Annual return | 5.40% | 21.90%-16.5pp | 30.89%-25.5pp | 31.71%-26.3pp |
| Employer contribution / active EE | $2,220 | $2,165+2.6% | $3,418-35.0% | $2,471-10.2% |
| Participant deferral / active EE | $5,072 | $5,181-2.1% | $6,270-19.1% | $3,740+35.6% |
| Admin fee / account holder | $1,900 | $4,478-57.6% | $8,081-76.5% | $5,306-64.2% |