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 | $108,486 | $111,724-2.9% | $93,606+15.9% | $145,922-25.7% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 6.23% | 202.98%-196.8pp | 133.20%-127.0pp | 561.29%-555.1pp |
| Employer contribution / active EE | $3,559 | $3,090+15.2% | $2,420+47.1% | $4,660-23.6% |
| Participant deferral / active EE | $10,097 | $4,912+105.6% | $4,411+128.9% | $6,688+51.0% |
| Admin fee / account holder | $1,194 | $10,250-88.4% | $8,285-85.6% | $13,397-91.1% |