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 | $66,300 | $103,376-35.9% | $87,100-23.9% | $152,861-56.6% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.9%+3.1pp | 82.4%-2.4pp |
| Annual return | -24.44% | 28.10%-52.5pp | 28.19%-52.6pp | 345.32%-369.8pp |
| Employer contribution / active EE | $1,317 | $3,220-59.1% | $2,521-47.8% | $4,762-72.4% |
| Participant deferral / active EE | $1,832 | $4,778-61.7% | $4,049-54.8% | $5,850-68.7% |
| Admin fee / account holder | $1,369 | $12,205-88.8% | $7,497-81.7% | $11,596-88.2% |