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 | $107,501 | $127,065-15.4% | $113,168-5.0% | $142,382-24.5% |
| Participation rate | 91.7% | 79.2%+12.5pp | 76.6%+15.1pp | 80.1%+11.5pp |
| Annual return | 3.95% | 24.03%-20.1pp | 24.27%-20.3pp | 217.08%-213.1pp |
| Employer contribution / active EE | $927 | $3,442-73.1% | $2,975-68.8% | $4,299-78.4% |
| Participant deferral / active EE | $3,695 | $5,716-35.4% | $5,107-27.6% | $6,507-43.2% |
| Admin fee / account holder | $51,442 | $15,736+226.9% | $12,068+326.3% | $12,624+307.5% |