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 | $86,286 | $118,680-27.3% | $98,907-12.8% | $158,922-45.7% |
| Participation rate | 81.8% | 77.8%+4.0pp | 76.0%+5.8pp | 82.0%-0.1pp |
| Annual return | 3.19% | 372.35%-369.2pp | 196.43%-193.2pp | 302.83%-299.6pp |
| Employer contribution / active EE | $638 | $3,333-80.9% | $2,689-76.3% | $4,761-86.6% |
| Participant deferral / active EE | $5,270 | $5,088+3.6% | $4,244+24.2% | $5,982-11.9% |
| Admin fee / account holder | $22,971 | $10,131+126.7% | $6,642+245.9% | $11,246+104.3% |