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 | $59,096 | $70,475-16.1% | $100,516-41.2% | $79,858-26.0% |
| Participation rate | 88.2% | 73.7%+14.6pp | 79.4%+8.8pp | 69.6%+18.6pp |
| Annual return | 5.07% | 21.90%-16.8pp | 30.89%-25.8pp | 31.71%-26.6pp |
| Employer contribution / active EE | $1,881 | $2,165-13.1% | $3,418-45.0% | $2,471-23.9% |
| Participant deferral / active EE | $0 | $5,181-100.0% | $6,270-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3,720 | $4,478-16.9% | $8,081-54.0% | $5,306-29.9% |