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 | $117,034 | $181,894-35.7% | $156,549-25.2% | $273,961-57.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 1.74% | 30.74%-29.0pp | 32.23%-30.5pp | 41.45%-39.7pp |
| Employer contribution / active EE | $5,229 | $6,248-16.3% | $5,501-4.9% | $4,869+7.4% |
| Participant deferral / active EE | $3,955 | $5,550-28.7% | $4,871-18.8% | $5,287-25.2% |
| Admin fee / account holder | $609 | $15,559-96.1% | $13,027-95.3% | $10,132-94.0% |