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 | $184,056 | $138,347+33.0% | $184,203-0.1% | $80,856+127.6% |
| Participation rate | 73.1% | 83.9%-10.8pp | 86.8%-13.7pp | 67.6%+5.4pp |
| Annual return | 8.94% | 20.02%-11.1pp | 28.81%-19.9pp | 35.59%-26.7pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,200 | $7,071-40.6% | $9,131-54.0% | $4,296-2.2% |
| Admin fee / account holder | $2,954 | $10,483-71.8% | $13,901-78.7% | $6,918-57.3% |