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 | $42,649 | $138,044-69.1% | $125,339-66.0% | $134,475-68.3% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -21.39% | 750.33%-771.7pp | 572.05%-593.4pp | 417.96%-439.4pp |
| Employer contribution / active EE | $2,487 | $5,243-52.6% | $4,814-48.3% | $4,740-47.5% |
| Participant deferral / active EE | $4,587 | $7,799-41.2% | $7,446-38.4% | $6,400-28.3% |
| Admin fee / account holder | $8,227 | $11,571-28.9% | $10,010-17.8% | $11,426-28.0% |