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 8-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 | $47,220 | $129,942-63.7% | $104,294-54.7% | $134,475-64.9% |
| Participation rate | 75.0% | 79.5%-4.5pp | 73.3%+1.7pp | 81.2%-6.2pp |
| Annual return | -25.58% | 42.03%-67.6pp | 24.61%-50.2pp | 417.96%-443.5pp |
| Employer contribution / active EE | $3,279 | $4,184-21.6% | $3,372-2.7% | $4,740-30.8% |
| Participant deferral / active EE | $6,032 | $5,588+7.9% | $4,625+30.4% | $6,400-5.8% |
| Admin fee / account holder | $5,253 | $9,323-43.7% | $7,339-28.4% | $11,426-54.0% |