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 3-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 | $197,111 | $89,753+119.6% | $107,525+83.3% | $84,808+132.4% |
| Participation rate | 96.0% | 68.1%+27.9pp | 75.1%+20.9pp | 68.3%+27.7pp |
| Annual return | 11.52% | 29.48%-18.0pp | 181.32%-169.8pp | 40.90%-29.4pp |
| Employer contribution / active EE | $4,680 | $3,113+50.3% | $3,754+24.7% | $2,631+77.9% |
| Participant deferral / active EE | $10,250 | $4,056+152.7% | $5,116+100.4% | $4,212+143.4% |
| Admin fee / account holder | $1,630 | $7,222-77.4% | $8,919-81.7% | $7,344-77.8% |