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 | $151,354 | $153,772-1.6% | $133,980+13.0% | $273,961-44.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -14.00% | 36.51%-50.5pp | 29.30%-43.3pp | 41.45%-55.5pp |
| Employer contribution / active EE | $8,152 | $6,029+35.2% | $5,211+56.4% | $4,869+67.4% |
| Participant deferral / active EE | $7,006 | $6,958+0.7% | $6,282+11.5% | $5,287+32.5% |
| Admin fee / account holder | $2,075 | $11,765-82.4% | $9,324-77.8% | $10,132-79.5% |