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 | $62,966 | $65,395-3.7% | $182,532-65.5% | $72,985-13.7% |
| Participation rate | 75.8% | 65.4%+10.3pp | 78.0%-2.2pp | 69.5%+6.3pp |
| Annual return | 14.09% | 27.68%-13.6pp | 148.54%-134.5pp | 81.00%-66.9pp |
| Employer contribution / active EE | $1,536 | $1,911-19.6% | $4,076-62.3% | $2,440-37.0% |
| Participant deferral / active EE | $2,568 | $3,563-27.9% | $5,524-53.5% | $3,607-28.8% |
| Admin fee / account holder | $3,060 | $4,245-27.9% | $8,592-64.4% | $5,124-40.3% |