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 | $48,308 | $190,805-74.7% | $159,960-69.8% | $134,475-64.1% |
| Participation rate | 71.4% | 81.9%-10.5pp | 78.0%-6.5pp | 81.2%-9.8pp |
| Annual return | -20.79% | 552.23%-573.0pp | 408.60%-429.4pp | 417.96%-438.8pp |
| Employer contribution / active EE | $2,550 | $4,995-48.9% | $4,226-39.7% | $4,740-46.2% |
| Participant deferral / active EE | $7,983 | $6,923+15.3% | $6,182+29.1% | $6,400+24.7% |
| Admin fee / account holder | $2,431 | $10,471-76.8% | $8,698-72.0% | $11,426-78.7% |