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 | $99,068 | $105,998-6.5% | $92,233+7.4% | $147,584-32.9% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 9.41% | 50.05%-40.6pp | 176.28%-166.9pp | 578.55%-569.1pp |
| Employer contribution / active EE | $4,051 | $4,333-6.5% | $3,679+10.1% | $4,876-16.9% |
| Participant deferral / active EE | $5,004 | $4,478+11.7% | $3,897+28.4% | $5,439-8.0% |
| Admin fee / account holder | $1,682 | $6,332-73.4% | $5,194-67.6% | $10,885-84.5% |