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 | $47,541 | $138,065-65.6% | $123,544-61.5% | $135,375-64.9% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -12.03% | 153.68%-165.7pp | 119.20%-131.2pp | 519.73%-531.8pp |
| Employer contribution / active EE | $4,219 | $5,151-18.1% | $4,628-8.8% | $4,779-11.7% |
| Participant deferral / active EE | $11,113 | $6,799+63.5% | $6,426+73.0% | $5,609+98.1% |
| Admin fee / account holder | $2,750 | $10,916-74.8% | $9,284-70.4% | $10,827-74.6% |