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 | $51,106 | $133,958-61.8% | $112,228-54.5% | $134,475-62.0% |
| Participation rate | 72.7% | 78.6%-5.8pp | 75.1%-2.3pp | 81.2%-8.5pp |
| Annual return | -20.69% | 47.11%-67.8pp | 27.45%-48.1pp | 417.96%-438.7pp |
| Employer contribution / active EE | $1,950 | $4,038-51.7% | $3,635-46.4% | $4,740-58.9% |
| Participant deferral / active EE | $5,141 | $5,291-2.8% | $4,728+8.7% | $6,400-19.7% |
| Admin fee / account holder | $895 | $7,489-88.1% | $6,410-86.0% | $11,426-92.2% |