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 | $233,430 | $159,602+46.3% | $150,045+55.6% | $142,382+63.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | -50.31% | 70.24%-120.5pp | 62.55%-112.9pp | 217.08%-267.4pp |
| Employer contribution / active EE | $5,882 | $4,961+18.6% | $4,693+25.3% | $4,299+36.8% |
| Participant deferral / active EE | $5,933 | $8,310-28.6% | $7,997-25.8% | $6,507-8.8% |
| Admin fee / account holder | $21,730 | $14,846+46.4% | $13,435+61.7% | $12,624+72.1% |