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 | $102,990 | $181,894-43.4% | $156,549-34.2% | $273,961-62.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.15% | 30.74%-28.6pp | 32.23%-30.1pp | 41.45%-39.3pp |
| Employer contribution / active EE | $5,951 | $6,248-4.7% | $5,501+8.2% | $4,869+22.2% |
| Participant deferral / active EE | $5,621 | $5,550+1.3% | $4,871+15.4% | $5,287+6.3% |
| Admin fee / account holder | $397 | $15,559-97.4% | $13,027-96.9% | $10,132-96.1% |