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 | $46,205 | $127,065-63.6% | $113,168-59.2% | $142,382-67.5% |
| Participation rate | 89.5% | 79.2%+10.3pp | 76.6%+12.9pp | 80.1%+9.4pp |
| Annual return | 8.46% | 24.03%-15.6pp | 24.27%-15.8pp | 217.08%-208.6pp |
| Employer contribution / active EE | $3,734 | $3,442+8.5% | $2,975+25.5% | $4,299-13.1% |
| Participant deferral / active EE | $4,203 | $5,716-26.5% | $5,107-17.7% | $6,507-35.4% |
| Admin fee / account holder | $18,973 | $15,736+20.6% | $12,068+57.2% | $12,624+50.3% |