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 | $136,653 | $153,772-11.1% | $133,980+2.0% | $273,961-50.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -3.07% | 36.51%-39.6pp | 29.30%-32.4pp | 41.45%-44.5pp |
| Employer contribution / active EE | $2,161 | $6,029-64.2% | $5,211-58.5% | $4,869-55.6% |
| Participant deferral / active EE | $6,425 | $6,958-7.7% | $6,282+2.3% | $5,287+21.5% |
| Admin fee / account holder | $4,710 | $11,765-60.0% | $9,324-49.5% | $10,132-53.5% |