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 | $103,754 | $112,096-7.4% | $95,952+8.1% | $158,922-34.7% |
| Participation rate | 81.8% | 79.0%+2.8pp | 77.1%+4.7pp | 82.0%-0.1pp |
| Annual return | -6.70% | 171.09%-177.8pp | 91.61%-98.3pp | 302.83%-309.5pp |
| Employer contribution / active EE | $6,076 | $3,198+90.0% | $2,541+139.1% | $4,761+27.6% |
| Participant deferral / active EE | $4,572 | $4,784-4.4% | $4,167+9.7% | $5,982-23.6% |
| Admin fee / account holder | $865 | $10,130-91.5% | $6,795-87.3% | $11,246-92.3% |