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 | $125,840 | $181,894-30.8% | $156,549-19.6% | $273,961-54.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -0.92% | 30.74%-31.7pp | 32.23%-33.2pp | 41.45%-42.4pp |
| Employer contribution / active EE | $6,944 | $6,248+11.1% | $5,501+26.2% | $4,869+42.6% |
| Participant deferral / active EE | $2,541 | $5,550-54.2% | $4,871-47.8% | $5,287-51.9% |
| Admin fee / account holder | $1,268 | $15,559-91.8% | $13,027-90.3% | $10,132-87.5% |