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 | $69,898 | $72,492-3.6% | $87,100-19.8% | $72,985-4.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 13.07% | 24.46%-11.4pp | 28.19%-15.1pp | 81.00%-67.9pp |
| Employer contribution / active EE | $3,701 | $1,894+95.4% | $2,521+46.8% | $2,440+51.7% |
| Participant deferral / active EE | $4,143 | $3,270+26.7% | $4,049+2.3% | $3,607+14.8% |
| Admin fee / account holder | $2,717 | $5,055-46.2% | $7,497-63.8% | $5,124-47.0% |