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 | $68,342 | $102,616-33.4% | $81,983-16.6% | $158,922-57.0% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.2%+10.8pp | 82.0%-2.0pp |
| Annual return | 3.17% | 61.04%-57.9pp | 41.31%-38.1pp | 302.83%-299.7pp |
| Employer contribution / active EE | $815 | $3,240-74.8% | $2,498-67.4% | $4,761-82.9% |
| Participant deferral / active EE | $1,317 | $4,648-71.7% | $3,722-64.6% | $5,982-78.0% |
| Admin fee / account holder | $2,039 | $8,235-75.2% | $5,664-64.0% | $11,246-81.9% |