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 | $73,756 | $153,772-52.0% | $133,980-44.9% | $273,961-73.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -6.81% | 36.51%-43.3pp | 29.30%-36.1pp | 41.45%-48.3pp |
| Employer contribution / active EE | $7,117 | $6,029+18.0% | $5,211+36.6% | $4,869+46.2% |
| Participant deferral / active EE | $22,638 | $6,958+225.3% | $6,282+260.4% | $5,287+328.2% |
| Admin fee / account holder | $3,423 | $11,765-70.9% | $9,324-63.3% | $10,132-66.2% |