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 | $66,882 | $81,248-17.7% | $155,509-57.0% | $80,856-17.3% |
| Participation rate | 79.3% | 66.2%+13.1pp | 78.2%+1.1pp | 67.6%+11.7pp |
| Annual return | 8.52% | 33.31%-24.8pp | 64.67%-56.1pp | 35.59%-27.1pp |
| Employer contribution / active EE | $2,736 | $3,100-11.7% | $4,672-41.4% | $2,755-0.7% |
| Participant deferral / active EE | $2,649 | $3,452-23.3% | $5,626-52.9% | $4,296-38.3% |
| Admin fee / account holder | $504 | $7,997-93.7% | $15,912-96.8% | $6,918-92.7% |