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 | $81,656 | $94,625-13.7% | $116,228-29.7% | $84,808-3.7% |
| Participation rate | 85.4% | 70.4%+15.0pp | 74.6%+10.9pp | 68.3%+17.1pp |
| Annual return | 8.53% | 20.40%-11.9pp | 90.06%-81.5pp | 40.90%-32.4pp |
| Employer contribution / active EE | $959 | $2,347-59.1% | $2,994-68.0% | $2,631-63.5% |
| Participant deferral / active EE | $3,770 | $3,972-5.1% | $4,953-23.9% | $4,212-10.5% |
| Admin fee / account holder | $1,962 | $10,091-80.6% | $11,989-83.6% | $7,344-73.3% |