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 | $117,134 | $181,894-35.6% | $156,549-25.2% | $273,961-57.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.27% | 30.74%-30.5pp | 32.23%-32.0pp | 41.45%-41.2pp |
| Employer contribution / active EE | $5,644 | $6,248-9.7% | $5,501+2.6% | $4,869+15.9% |
| Participant deferral / active EE | $15,505 | $5,550+179.4% | $4,871+218.3% | $5,287+193.3% |
| Admin fee / account holder | $3,218 | $15,559-79.3% | $13,027-75.3% | $10,132-68.2% |