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 5-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 | $31,736 | $167,307-81.0% | $143,757-77.9% | $134,475-76.4% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -24.15% | 0.46%-24.6pp | -0.04%-24.1pp | 417.96%-442.1pp |
| Employer contribution / active EE | $8,604 | $5,619+53.1% | $4,951+73.8% | $4,740+81.5% |
| Participant deferral / active EE | $3,799 | $6,446-41.1% | $5,637-32.6% | $6,400-40.6% |
| Admin fee / account holder | $554 | $18,088-96.9% | $14,673-96.2% | $11,426-95.2% |