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 | $40,567 | $105,998-61.7% | $92,233-56.0% | $147,584-72.5% |
| Participation rate | 90.9% | 80.4%+10.5pp | 76.5%+14.4pp | 82.8%+8.1pp |
| Annual return | 8.26% | 50.05%-41.8pp | 176.28%-168.0pp | 578.55%-570.3pp |
| Employer contribution / active EE | $2,537 | $4,333-41.4% | $3,679-31.0% | $4,876-48.0% |
| Participant deferral / active EE | $6,369 | $4,478+42.2% | $3,897+63.4% | $5,439+17.1% |
| Admin fee / account holder | $31,675 | $6,332+400.2% | $5,194+509.9% | $10,885+191.0% |