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 | $69,457 | $80,673-13.9% | $101,326-31.5% | $84,808-18.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 11.66% | 38.95%-27.3pp | 36.82%-25.2pp | 40.90%-29.2pp |
| Employer contribution / active EE | $6,243 | $2,698+131.4% | $3,665+70.3% | $2,631+137.3% |
| Participant deferral / active EE | $4,798 | $6,840-29.9% | $7,994-40.0% | $4,212+13.9% |
| Admin fee / account holder | $9,799 | $12,784-23.4% | $11,185-12.4% | $7,344+33.4% |