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 | $57,745 | $63,355-8.9% | $91,989-37.2% | $72,985-20.9% |
| Participation rate | 72.1% | 72.5%-0.4pp | 78.6%-6.5pp | 69.5%+2.6pp |
| Annual return | 17.21% | 35.35%-18.1pp | 69.02%-51.8pp | 81.00%-63.8pp |
| Employer contribution / active EE | $2,571 | $2,116+21.5% | $3,452-25.5% | $2,440+5.4% |
| Participant deferral / active EE | $4,561 | $4,883-6.6% | $5,923-23.0% | $3,607+26.4% |
| Admin fee / account holder | $2,654 | $4,668-43.2% | $7,743-65.7% | $5,124-48.2% |