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 | $121,375 | $181,894-33.3% | $156,549-22.5% | $273,961-55.7% |
| Participation rate | 92.9% | 88.4%+4.5pp | 84.0%+8.8pp | 83.0%+9.8pp |
| Annual return | -0.96% | 30.74%-31.7pp | 32.23%-33.2pp | 41.45%-42.4pp |
| Employer contribution / active EE | $10,350 | $6,248+65.7% | $5,501+88.1% | $4,869+112.6% |
| Participant deferral / active EE | $7,918 | $5,550+42.7% | $4,871+62.5% | $5,287+49.8% |
| Admin fee / account holder | $6,115 | $15,559-60.7% | $13,027-53.1% | $10,132-39.6% |