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 | $26,813 | $211,958-87.3% | $169,463-84.2% | $135,375-80.2% |
| Participation rate | 75.0% | 82.6%-7.6pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -20.09% | 3.26%-23.4pp | 1.83%-21.9pp | 519.73%-539.8pp |
| Employer contribution / active EE | $1,847 | $5,120-63.9% | $4,159-55.6% | $4,779-61.4% |
| Participant deferral / active EE | $11,320 | $6,075+86.3% | $5,277+114.5% | $5,609+101.8% |
| Admin fee / account holder | $1,606 | $11,471-86.0% | $9,109-82.4% | $10,827-85.2% |