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 | $170,403 | $84,233+102.3% | $170,4420% | $70,131+143.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.12% | 23.06%-10.9pp | 205.93%-193.8pp | 73.14%-61.0pp |
| Employer contribution / active EE | $11,420 | $3,387+237.2% | $5,433+110.2% | $2,342+387.5% |
| Participant deferral / active EE | $2,938 | $3,086-4.8% | $4,939-40.5% | $3,332-11.8% |
| Admin fee / account holder | $16,712 | $5,698+193.3% | $13,880+20.4% | $4,645+259.8% |