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 | $56,608 | $54,762+3.4% | $90,281-37.3% | $72,985-22.4% |
| Participation rate | 88.7% | 65.1%+23.6pp | 73.3%+15.4pp | 69.5%+19.2pp |
| Annual return | 15.76% | 30.63%-14.9pp | 78.10%-62.3pp | 81.00%-65.2pp |
| Employer contribution / active EE | $867 | $2,092-58.6% | $2,854-69.6% | $2,440-64.5% |
| Participant deferral / active EE | $2,660 | $2,887-7.8% | $3,885-31.5% | $3,607-26.2% |
| Admin fee / account holder | $749 | $3,972-81.1% | $5,351-86.0% | $5,124-85.4% |