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 | $60,182 | $68,346-11.9% | $94,646-36.4% | $75,163-19.9% |
| Participation rate | 96.2% | 76.1%+20.1pp | 80.8%+15.3pp | 67.2%+29.0pp |
| Annual return | 10.22% | 616.93%-606.7pp | 156.71%-146.5pp | 160.62%-150.4pp |
| Employer contribution / active EE | $2,641 | $2,701-2.2% | $3,672-28.1% | $2,670-1.1% |
| Participant deferral / active EE | $0 | $6,537-100.0% | $7,418-100.0% | $4,125-100.0% |
| Admin fee / account holder | $3,907 | $5,326-26.6% | $7,231-46.0% | $5,651-30.9% |