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 | $117,794 | $113,935+3.4% | $94,224+25.0% | $125,391-6.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -4.89% | 5.29%-10.2pp | 10.68%-15.6pp | 282.22%-287.1pp |
| Employer contribution / active EE | $5,032 | $4,727+6.4% | $3,587+40.3% | $4,866+3.4% |
| Participant deferral / active EE | $4,967 | $5,179-4.1% | $4,320+15.0% | $5,352-7.2% |
| Admin fee / account holder | $1,707 | $8,391-79.7% | $6,269-72.8% | $9,540-82.1% |