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 | $154,826 | $102,604+50.9% | $86,188+79.6% | $139,434+11.0% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 5.42% | 1922.51%-1917.1pp | 1168.45%-1163.0pp | 372.94%-367.5pp |
| Employer contribution / active EE | $1,497 | $3,032-50.6% | $2,380-37.1% | $4,751-68.5% |
| Participant deferral / active EE | $2,103 | $4,676-55.0% | $3,985-47.2% | $6,710-68.7% |
| Admin fee / account holder | $1,351 | $8,657-84.4% | $6,852-80.3% | $11,403-88.1% |