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 | $230,300 | $76,367+201.6% | $93,606+146.0% | $72,985+215.5% |
| Participation rate | 97.8% | 71.7%+26.0pp | 75.8%+21.9pp | 69.5%+28.3pp |
| Annual return | 3.80% | 25.82%-22.0pp | 32.76%-29.0pp | 81.00%-77.2pp |
| Employer contribution / active EE | $4,831 | $2,275+112.3% | $2,718+77.8% | $2,440+98.0% |
| Participant deferral / active EE | $9,504 | $3,538+168.6% | $4,069+133.6% | $3,607+163.5% |
| Admin fee / account holder | $67,518 | $6,838+887.4% | $7,888+755.9% | $5,124+1217.6% |