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 | $28,952 | $131,829-78.0% | $108,579-73.3% | $273,961-89.4% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.6%+0.4pp | 83.0%-3.0pp |
| Annual return | -16.59% | -91.57%+75.0pp | -51.70%+35.1pp | 41.45%-58.0pp |
| Employer contribution / active EE | $2,908 | $4,912-40.8% | $3,758-22.6% | $4,869-40.3% |
| Participant deferral / active EE | $10,528 | $5,127+105.3% | $4,311+144.2% | $5,287+99.1% |
| Admin fee / account holder | $1,310 | $10,252-87.2% | $7,645-82.9% | $10,132-87.1% |