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 | $63,321 | $73,933-14.4% | $96,683-34.5% | $75,163-15.8% |
| Participation rate | 95.2% | 66.4%+28.8pp | 74.3%+20.9pp | 67.2%+28.0pp |
| Annual return | 11.30% | 26.70%-15.4pp | 35.69%-24.4pp | 160.62%-149.3pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,911 | $3,659+34.2% | $4,878+0.7% | $4,125+19.0% |
| Admin fee / account holder | $429 | $5,216-91.8% | $6,730-93.6% | $5,651-92.4% |