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 | $42,474 | $167,307-74.6% | $143,757-70.5% | $134,475-68.4% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -21.63% | 0.46%-22.1pp | -0.04%-21.6pp | 417.96%-439.6pp |
| Employer contribution / active EE | $1,720 | $5,619-69.4% | $4,951-65.3% | $4,740-63.7% |
| Participant deferral / active EE | $8,502 | $6,446+31.9% | $5,637+50.8% | $6,400+32.9% |
| Admin fee / account holder | $375 | $18,088-97.9% | $14,673-97.4% | $11,426-96.7% |