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 | $63,964 | $102,966-37.9% | $90,281-29.2% | $152,861-58.2% |
| Participation rate | 93.8% | 75.9%+17.9pp | 73.3%+20.5pp | 82.4%+11.3pp |
| Annual return | 6.42% | 95.16%-88.7pp | 78.10%-71.7pp | 345.32%-338.9pp |
| Employer contribution / active EE | $3,504 | $3,139+11.6% | $2,854+22.8% | $4,762-26.4% |
| Participant deferral / active EE | $3,411 | $4,281-20.3% | $3,885-12.2% | $5,850-41.7% |
| Admin fee / account holder | $3,710 | $6,171-39.9% | $5,351-30.7% | $11,596-68.0% |