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 | $102,293 | $75,963+34.7% | $97,995+4.4% | $70,131+45.9% |
| Participation rate | 82.4% | 77.0%+5.4pp | 82.4%0pp | 69.5%+12.8pp |
| Annual return | 12.04% | 19.26%-7.2pp | 23.94%-11.9pp | 73.14%-61.1pp |
| Employer contribution / active EE | $3,090 | $3,278-5.7% | $4,158-25.7% | $2,342+31.9% |
| Participant deferral / active EE | $4,461 | $4,053+10.1% | $5,097-12.5% | $3,332+33.9% |
| Admin fee / account holder | $24,292 | $5,407+349.3% | $5,943+308.7% | $4,645+422.9% |