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 | $64,744 | $78,705-17.7% | $117,854-45.1% | $70,131-7.7% |
| Participation rate | 98.3% | 73.2%+25.1pp | 79.7%+18.6pp | 69.5%+28.7pp |
| Annual return | 11.54% | 23.30%-11.8pp | 335.08%-323.5pp | 73.14%-61.6pp |
| Employer contribution / active EE | $1,953 | $2,223-12.2% | $3,786-48.4% | $2,342-16.6% |
| Participant deferral / active EE | $4,222 | $3,297+28.0% | $4,482-5.8% | $3,332+26.7% |
| Admin fee / account holder | $9,176 | $5,065+81.1% | $8,020+14.4% | $4,645+97.5% |