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 | $149,947 | $181,894-17.6% | $156,549-4.2% | $273,961-45.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -2.38% | 30.74%-33.1pp | 32.23%-34.6pp | 41.45%-43.8pp |
| Employer contribution / active EE | $2,014 | $6,248-67.8% | $5,501-63.4% | $4,869-58.6% |
| Participant deferral / active EE | $2,652 | $5,550-52.2% | $4,871-45.5% | $5,287-49.8% |
| Admin fee / account holder | $2,229 | $15,559-85.7% | $13,027-82.9% | $10,132-78.0% |