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 | $108,986 | $87,870+24.0% | $113,168-3.7% | $74,304+46.7% |
| Participation rate | 76.6% | 70.7%+5.8pp | 76.6%0pp | 60.3%+16.2pp |
| Annual return | 11.49% | 26.44%-14.9pp | 24.27%-12.8pp | 29.43%-17.9pp |
| Employer contribution / active EE | $3,409 | $2,277+49.7% | $2,975+14.6% | $2,241+52.1% |
| Participant deferral / active EE | $5,763 | $4,241+35.9% | $5,107+12.9% | $3,767+53.0% |
| Admin fee / account holder | $19,770 | $3,368+487.0% | $12,068+63.8% | $2,969+565.9% |