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 | $220,300 | $85,022+159.1% | $70,515+212.4% | $139,434+58.0% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 8.03% | 30.38%-22.4pp | 32.77%-24.7pp | 372.94%-364.9pp |
| Employer contribution / active EE | $654 | $3,909-83.3% | $2,973-78.0% | $4,751-86.2% |
| Participant deferral / active EE | $9,907 | $5,890+68.2% | $4,567+116.9% | $6,710+47.6% |
| Admin fee / account holder | $10,640 | $8,906+19.5% | $6,412+65.9% | $11,403-6.7% |