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 | $74,038 | $79,944-7.4% | $98,439-24.8% | $75,163-1.5% |
| Participation rate | 98.2% | 70.4%+27.8pp | 75.2%+23.1pp | 67.2%+31.0pp |
| Annual return | 11.35% | 19.75%-8.4pp | 21.16%-9.8pp | 160.62%-149.3pp |
| Employer contribution / active EE | $2,701 | $2,264+19.3% | $3,048-11.4% | $2,670+1.2% |
| Participant deferral / active EE | $5,480 | $3,752+46.1% | $4,738+15.7% | $4,125+32.8% |
| Admin fee / account holder | $7,289 | $6,840+6.6% | $8,948-18.5% | $5,651+29.0% |