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 | $116,470 | $153,772-24.3% | $133,980-13.1% | $273,961-57.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -1.42% | 36.51%-37.9pp | 29.30%-30.7pp | 41.45%-42.9pp |
| Employer contribution / active EE | $3,696 | $6,029-38.7% | $5,211-29.1% | $4,869-24.1% |
| Participant deferral / active EE | $9,597 | $6,958+37.9% | $6,282+52.8% | $5,287+81.5% |
| Admin fee / account holder | $4,054 | $11,765-65.5% | $9,324-56.5% | $10,132-60.0% |