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 10-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 | $65,186 | $100,041-34.8% | $149,718-56.5% | $70,131-7.1% |
| Participation rate | 86.2% | 83.6%+2.6pp | 87.1%-0.9pp | 69.5%+16.7pp |
| Annual return | 7.58% | 27.43%-19.8pp | 1501.63%-1494.0pp | 73.14%-65.6pp |
| Employer contribution / active EE | $2,162 | $3,662-41.0% | $5,445-60.3% | $2,342-7.7% |
| Participant deferral / active EE | $5,008 | $4,983+0.5% | $6,569-23.8% | $3,332+50.3% |
| Admin fee / account holder | $5,125 | $8,286-38.1% | $11,283-54.6% | $4,645+10.3% |