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 | $67,701 | $82,523-18.0% | $115,752-41.5% | $70,131-3.5% |
| Participation rate | 87.9% | 74.0%+13.9pp | 77.8%+10.2pp | 69.5%+18.4pp |
| Annual return | 8.59% | 28.22%-19.6pp | 19.41%-10.8pp | 73.14%-64.6pp |
| Employer contribution / active EE | $694 | $2,758-74.9% | $3,492-80.1% | $2,342-70.4% |
| Participant deferral / active EE | $5,451 | $4,062+34.2% | $5,204+4.8% | $3,332+63.6% |
| Admin fee / account holder | $4,968 | $4,552+9.1% | $6,278-20.9% | $4,645+6.9% |