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 | $76,636 | $106,749-28.2% | $145,433-47.3% | $82,448-7.0% |
| Participation rate | 76.3% | 75.6%+0.6pp | 82.1%-5.8pp | 68.1%+8.2pp |
| Annual return | 12.72% | 27.59%-14.9pp | 66.58%-53.9pp | 41.64%-28.9pp |
| Employer contribution / active EE | $1,570 | $3,444-54.4% | $4,554-65.5% | $2,551-38.5% |
| Participant deferral / active EE | $3,725 | $6,519-42.9% | $7,897-52.8% | $4,139-10.0% |
| Admin fee / account holder | $15,615 | $8,390+86.1% | $13,129+18.9% | $7,234+115.8% |