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 | $53,044 | $124,425-57.4% | $112,040-52.7% | $137,256-61.4% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 9.01% | 24.72%-15.7pp | 24.52%-15.5pp | 220.34%-211.3pp |
| Employer contribution / active EE | $3,696 | $3,411+8.3% | $2,954+25.1% | $4,156-11.1% |
| Participant deferral / active EE | $5,625 | $5,718-1.6% | $5,098+10.3% | $6,407-12.2% |
| Admin fee / account holder | $48,191 | $15,207+216.9% | $12,098+298.3% | $12,270+292.7% |