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 | $81,186 | $95,803-15.3% | $113,168-28.3% | $84,808-4.3% |
| Participation rate | 78.8% | 72.9%+5.9pp | 76.6%+2.2pp | 68.3%+10.5pp |
| Annual return | 8.46% | 25.00%-16.5pp | 24.27%-15.8pp | 40.90%-32.4pp |
| Employer contribution / active EE | $1,785 | $2,360-24.4% | $2,975-40.0% | $2,631-32.2% |
| Participant deferral / active EE | $2,527 | $4,242-40.4% | $5,107-50.5% | $4,212-40.0% |
| Admin fee / account holder | $34,717 | $8,989+286.2% | $12,068+187.7% | $7,344+372.7% |