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 | $58,979 | $58,523+0.8% | $99,443-40.7% | $72,985-19.2% |
| Participation rate | 73.9% | 64.6%+9.2pp | 73.8%0pp | 69.5%+4.4pp |
| Annual return | 12.48% | 28.51%-16.0pp | 30.72%-18.2pp | 81.00%-68.5pp |
| Employer contribution / active EE | $1,818 | $1,512+20.2% | $2,540-28.4% | $2,440-25.5% |
| Participant deferral / active EE | $3,869 | $2,606+48.5% | $3,619+6.9% | $3,607+7.3% |
| Admin fee / account holder | $27,607 | $4,102+573.0% | $6,250+341.7% | $5,124+438.8% |