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 9-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 | $114,370 | $181,894-37.1% | $156,549-26.9% | $273,961-58.3% |
| Participation rate | 95.7% | 88.4%+7.3pp | 84.0%+11.6pp | 83.0%+12.6pp |
| Annual return | -1.01% | 30.74%-31.8pp | 32.23%-33.2pp | 41.45%-42.5pp |
| Employer contribution / active EE | $1,668 | $6,248-73.3% | $5,501-69.7% | $4,869-65.7% |
| Participant deferral / active EE | $2,301 | $5,550-58.5% | $4,871-52.8% | $5,287-56.5% |
| Admin fee / account holder | $6,255 | $15,559-59.8% | $13,027-52.0% | $10,132-38.3% |