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 | $152,734 | $181,894-16.0% | $156,549-2.4% | $273,961-44.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -0.58% | 30.74%-31.3pp | 32.23%-32.8pp | 41.45%-42.0pp |
| Employer contribution / active EE | $5,959 | $6,248-4.6% | $5,501+8.3% | $4,869+22.4% |
| Participant deferral / active EE | $8,012 | $5,550+44.4% | $4,871+64.5% | $5,287+51.5% |
| Admin fee / account holder | $7,779 | $15,559-50.0% | $13,027-40.3% | $10,132-23.2% |