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 5-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 | $57,038 | $72,071-20.9% | $68,368-16.6% | $137,256-58.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 11.39% | 353.14%-341.8pp | 292.57%-281.2pp | 220.34%-209.0pp |
| Employer contribution / active EE | $5,671 | $2,788+103.4% | $2,649+114.1% | $4,156+36.5% |
| Participant deferral / active EE | $13,901 | $4,410+215.2% | $4,123+237.2% | $6,407+117.0% |
| Admin fee / account holder | $2,187 | $5,336-59.0% | $5,150-57.5% | $12,270-82.2% |