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 | $144,766 | $181,894-20.4% | $156,549-7.5% | $273,961-47.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -0.87% | 30.74%-31.6pp | 32.23%-33.1pp | 41.45%-42.3pp |
| Employer contribution / active EE | $4,781 | $6,248-23.5% | $5,501-13.1% | $4,869-1.8% |
| Participant deferral / active EE | $19,500 | $5,550+251.4% | $4,871+300.3% | $5,287+268.8% |
| Admin fee / account holder | $23,333 | $15,559+50.0% | $13,027+79.1% | $10,132+130.3% |