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 | $75,501 | $109,881-31.3% | $150,045-49.7% | $84,808-11.0% |
| Participation rate | 97.9% | 76.1%+21.8pp | 82.3%+15.6pp | 68.3%+29.6pp |
| Annual return | 13.23% | 28.25%-15.0pp | 62.55%-49.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $3,122 | $3,561-12.3% | $4,693-33.5% | $2,631+18.7% |
| Participant deferral / active EE | $5,585 | $6,636-15.8% | $7,997-30.2% | $4,212+32.6% |
| Admin fee / account holder | $3,135 | $8,568-63.4% | $13,435-76.7% | $7,344-57.3% |