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 | $188,276 | $88,707+112.2% | $74,183+153.8% | $273,961-31.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.11% | 11.94%-9.8pp | 17.74%-15.6pp | 41.45%-39.3pp |
| Employer contribution / active EE | $8,471 | $3,159+168.1% | $2,370+257.4% | $4,869+74.0% |
| Participant deferral / active EE | $5,914 | $4,212+40.4% | $3,550+66.6% | $5,287+11.8% |
| Admin fee / account holder | $12,511 | $8,717+43.5% | $5,586+124.0% | $10,132+23.5% |