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 | $53,044 | $127,065-58.3% | $113,168-53.1% | $142,382-62.7% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 9.01% | 24.03%-15.0pp | 24.27%-15.3pp | 217.08%-208.1pp |
| Employer contribution / active EE | $3,696 | $3,442+7.4% | $2,975+24.2% | $4,299-14.0% |
| Participant deferral / active EE | $5,625 | $5,716-1.6% | $5,107+10.2% | $6,507-13.6% |
| Admin fee / account holder | $48,191 | $15,736+206.2% | $12,068+299.3% | $12,624+281.7% |