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 | $65,339 | $77,523-15.7% | $100,383-34.9% | $80,874-19.2% |
| Participation rate | 94.2% | 77.0%+17.3pp | 81.5%+12.7pp | 67.6%+26.6pp |
| Annual return | 11.24% | 37.21%-26.0pp | 49.26%-38.0pp | 35.62%-24.4pp |
| Employer contribution / active EE | $6,424 | $2,801+129.3% | $3,944+62.9% | $2,756+133.1% |
| Participant deferral / active EE | $8,742 | $6,822+28.1% | $8,086+8.1% | $4,297+103.4% |
| Admin fee / account holder | $2,468 | $5,899-58.2% | $7,900-68.8% | $6,935-64.4% |