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 | $121,903 | $181,894-33.0% | $156,549-22.1% | $273,961-55.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -0.14% | 30.74%-30.9pp | 32.23%-32.4pp | 41.45%-41.6pp |
| Employer contribution / active EE | $4,714 | $6,248-24.6% | $5,501-14.3% | $4,869-3.2% |
| Participant deferral / active EE | $4,439 | $5,550-20.0% | $4,871-8.9% | $5,287-16.0% |
| Admin fee / account holder | $2,359 | $15,559-84.8% | $13,027-81.9% | $10,132-76.7% |