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 9-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 | $32,673 | $133,958-75.6% | $112,228-70.9% | $134,475-75.7% |
| Participation rate | 76.2% | 78.6%-2.4pp | 75.1%+1.1pp | 81.2%-5.0pp |
| Annual return | -24.83% | 47.11%-71.9pp | 27.45%-52.3pp | 417.96%-442.8pp |
| Employer contribution / active EE | $2,365 | $4,038-41.4% | $3,635-34.9% | $4,740-50.1% |
| Participant deferral / active EE | $4,102 | $5,291-22.5% | $4,728-13.2% | $6,400-35.9% |
| Admin fee / account holder | $1,367 | $7,489-81.8% | $6,410-78.7% | $11,426-88.0% |