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 | $46,438 | $165,335-71.9% | $149,696-69.0% | $158,922-70.8% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | -11.50% | 348.15%-359.6pp | 276.60%-288.1pp | 302.83%-314.3pp |
| Employer contribution / active EE | $2,769 | $5,103-45.7% | $4,644-40.4% | $4,761-41.9% |
| Participant deferral / active EE | $15,386 | $7,181+114.3% | $6,842+124.9% | $5,982+157.2% |
| Admin fee / account holder | $424 | $10,807-96.1% | $9,309-95.4% | $11,246-96.2% |