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 | $73,143 | $78,422-6.7% | $95,952-23.8% | $79,858-8.4% |
| Participation rate | 75.7% | 73.5%+2.2pp | 77.1%-1.4pp | 69.6%+6.1pp |
| Annual return | 4.45% | 19.37%-14.9pp | 91.61%-87.2pp | 31.71%-27.3pp |
| Employer contribution / active EE | $1,786 | $1,945-8.2% | $2,541-29.7% | $2,471-27.7% |
| Participant deferral / active EE | $1,778 | $3,440-48.3% | $4,167-57.3% | $3,740-52.4% |
| Admin fee / account holder | $2,484 | $5,622-55.8% | $6,795-63.4% | $5,306-53.2% |