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 | $123,965 | $148,978-16.8% | $200,582-38.2% | $84,808+46.2% |
| Participation rate | 74.2% | 84.2%-10.0pp | 86.9%-12.7pp | 68.3%+5.9pp |
| Annual return | 12.98% | 28.16%-15.2pp | 42.33%-29.4pp | 40.90%-27.9pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,591 | $7,142+6.3% | $9,331-18.7% | $4,212+80.2% |
| Admin fee / account holder | $22,557 | $13,977+61.4% | $16,305+38.3% | $7,344+207.2% |