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 | $80,933 | $87,013-7.0% | $106,213-23.8% | $80,856+0.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 10.15% | 17.05%-6.9pp | 116.14%-106.0pp | 35.59%-25.4pp |
| Employer contribution / active EE | $2,182 | $2,395-8.9% | $3,171-31.2% | $2,755-20.8% |
| Participant deferral / active EE | $2,236 | $3,986-43.9% | $5,016-55.4% | $4,296-48.0% |
| Admin fee / account holder | $6,181 | $8,431-26.7% | $11,033-44.0% | $6,918-10.7% |