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 | $96,753 | $95,971+0.8% | $74,550+29.8% | $135,375-28.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -9.85% | 56.96%-66.8pp | 32.53%-42.4pp | 519.73%-529.6pp |
| Employer contribution / active EE | $3,678 | $2,716+35.4% | $1,961+87.6% | $4,779-23.0% |
| Participant deferral / active EE | $5,488 | $3,843+42.8% | $3,108+76.6% | $5,609-2.2% |
| Admin fee / account holder | $1,384 | $6,522-78.8% | $5,060-72.6% | $10,827-87.2% |