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 | $59,223 | $77,899-24.0% | $149,673-60.4% | $75,163-21.2% |
| Participation rate | 98.2% | 65.6%+32.7pp | 78.8%+19.5pp | 67.2%+31.1pp |
| Annual return | 8.29% | 31.72%-23.4pp | 134.42%-126.1pp | 160.62%-152.3pp |
| Employer contribution / active EE | $5,556 | $3,137+77.1% | $4,818+15.3% | $2,670+108.1% |
| Participant deferral / active EE | $5,368 | $3,411+57.4% | $5,680-5.5% | $4,125+30.1% |
| Admin fee / account holder | $1,972 | $5,956-66.9% | $13,210-85.1% | $5,651-65.1% |