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 | $66,840 | $73,981-9.7% | $105,722-36.8% | $62,891+6.3% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.9%+21.1pp | 69.3%+30.7pp |
| Annual return | 4.59% | 17.60%-13.0pp | 12.25%-7.7pp | 20.14%-15.6pp |
| Employer contribution / active EE | $2,270 | $2,856-20.5% | $4,079-44.3% | $2,281-0.5% |
| Participant deferral / active EE | $3,844 | $4,038-4.8% | $5,326-27.8% | $3,203+20.0% |
| Admin fee / account holder | $15,962 | $5,976+167.1% | $8,308+92.1% | $4,296+271.6% |