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 | $94,055 | $95,803-1.8% | $113,168-16.9% | $84,808+10.9% |
| Participation rate | 93.1% | 72.9%+20.2pp | 76.6%+16.5pp | 68.3%+24.7pp |
| Annual return | 11.70% | 25.00%-13.3pp | 24.27%-12.6pp | 40.90%-29.2pp |
| Employer contribution / active EE | $2,221 | $2,360-5.9% | $2,975-25.3% | $2,631-15.6% |
| Participant deferral / active EE | $5,763 | $4,242+35.8% | $5,107+12.8% | $4,212+36.8% |
| Admin fee / account holder | $15,866 | $8,989+76.5% | $12,068+31.5% | $7,344+116.0% |