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 | $97,612 | $109,881-11.2% | $150,045-34.9% | $84,808+15.1% |
| Participation rate | 86.7% | 76.1%+10.6pp | 82.3%+4.3pp | 68.3%+18.4pp |
| Annual return | 13.25% | 28.25%-15.0pp | 62.55%-49.3pp | 40.90%-27.6pp |
| Employer contribution / active EE | $997 | $3,561-72.0% | $4,693-78.8% | $2,631-62.1% |
| Participant deferral / active EE | $5,857 | $6,636-11.7% | $7,997-26.8% | $4,212+39.1% |
| Admin fee / account holder | $24,004 | $8,568+180.2% | $13,435+78.7% | $7,344+226.9% |