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 | $149,526 | $110,094+35.8% | $151,611-1.4% | $68,494+118.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -19.40% | -10.12%-9.3pp | 3.33%-22.7pp | -7.84%-11.6pp |
| Employer contribution / active EE | $4,805 | $4,471+7.5% | $6,166-22.1% | $2,596+85.1% |
| Participant deferral / active EE | $4,756 | $6,527-27.1% | $8,363-43.1% | $4,027+18.1% |
| Admin fee / account holder | $604 | $7,719-92.2% | $11,616-94.8% | $5,403-88.8% |