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 | $46,778 | $105,860-55.8% | $90,749-48.5% | $134,475-65.2% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | -29.70% | -11.01%-18.7pp | -12.16%-17.5pp | 417.96%-447.7pp |
| Employer contribution / active EE | $6,414 | $3,462+85.2% | $2,921+119.6% | $4,740+35.3% |
| Participant deferral / active EE | $10,229 | $5,216+96.1% | $4,564+124.1% | $6,400+59.8% |
| Admin fee / account holder | $7,530 | $13,938-46.0% | $8,445-10.8% | $11,426-34.1% |