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 | $62,752 | $111,724-43.8% | $93,606-33.0% | $145,922-57.0% |
| Participation rate | 91.7% | 74.2%+17.5pp | 68.7%+22.9pp | 80.3%+11.4pp |
| Annual return | 5.18% | 202.98%-197.8pp | 133.20%-128.0pp | 561.29%-556.1pp |
| Employer contribution / active EE | $6,687 | $3,090+116.4% | $2,420+176.3% | $4,660+43.5% |
| Participant deferral / active EE | $13,300 | $4,912+170.8% | $4,411+201.5% | $6,688+98.9% |
| Admin fee / account holder | $46,687 | $10,250+355.5% | $8,285+463.5% | $13,397+248.5% |