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 | $183,217 | $181,894+0.7% | $156,549+17.0% | $273,961-33.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -0.49% | 30.74%-31.2pp | 32.23%-32.7pp | 41.45%-41.9pp |
| Employer contribution / active EE | $6,707 | $6,248+7.3% | $5,501+21.9% | $4,869+37.8% |
| Participant deferral / active EE | $9,046 | $5,550+63.0% | $4,871+85.7% | $5,287+71.1% |
| Admin fee / account holder | $4,819 | $15,559-69.0% | $13,027-63.0% | $10,132-52.4% |