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 | $61,626 | $93,571-34.1% | $135,903-54.7% | $75,163-18.0% |
| Participation rate | 90.2% | 75.2%+15.1pp | 81.9%+8.3pp | 67.2%+23.1pp |
| Annual return | 14.77% | 30.90%-16.1pp | 68.23%-53.5pp | 160.62%-145.8pp |
| Employer contribution / active EE | $799 | $3,537-77.4% | $4,856-83.5% | $2,670-70.1% |
| Participant deferral / active EE | $6,714 | $6,404+4.8% | $7,758-13.5% | $4,125+62.8% |
| Admin fee / account holder | $1,361 | $6,975-80.5% | $10,762-87.4% | $5,651-75.9% |