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 | $62,337 | $109,413-43.0% | $156,263-60.1% | $84,808-26.5% |
| Participation rate | 85.1% | 72.7%+12.4pp | 78.9%+6.2pp | 68.3%+16.8pp |
| Annual return | 11.81% | 20.18%-8.4pp | 59.47%-47.7pp | 40.90%-29.1pp |
| Employer contribution / active EE | $2,264 | $2,907-22.1% | $4,333-47.7% | $2,631-13.9% |
| Participant deferral / active EE | $2,883 | $4,590-37.2% | $6,158-53.2% | $4,212-31.5% |
| Admin fee / account holder | $13,088 | $9,357+39.9% | $14,255-8.2% | $7,344+78.2% |