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 | $66,377 | $66,098+0.4% | $101,794-34.8% | $74,304-10.7% |
| Participation rate | 100.0% | 53.8%+46.2pp | 69.2%+30.8pp | 60.3%+39.7pp |
| Annual return | 12.19% | 19.59%-7.4pp | 30.53%-18.3pp | 29.43%-17.2pp |
| Employer contribution / active EE | $965 | $1,082-10.7% | $2,289-57.8% | $2,241-56.9% |
| Participant deferral / active EE | $1,988 | $2,781-28.5% | $4,084-51.3% | $3,767-47.2% |
| Admin fee / account holder | $3,551 | $4,146-14.4% | $8,777-59.5% | $2,969+19.6% |