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 | $106,322 | $95,971+10.8% | $74,550+42.6% | $135,375-21.5% |
| Participation rate | 87.5% | 75.7%+11.8pp | 69.1%+18.4pp | 82.6%+4.9pp |
| Annual return | -9.58% | 56.96%-66.5pp | 32.53%-42.1pp | 519.73%-529.3pp |
| Employer contribution / active EE | $1,778 | $2,716-34.5% | $1,961-9.3% | $4,779-62.8% |
| Participant deferral / active EE | $4,446 | $3,843+15.7% | $3,108+43.0% | $5,609-20.7% |
| Admin fee / account holder | $1,714 | $6,522-73.7% | $5,060-66.1% | $10,827-84.2% |