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 | $116,696 | $172,111-32.2% | $150,298-22.4% | $137,256-15.0% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 10.01% | 69.37%-59.4pp | 62.79%-52.8pp | 220.34%-210.3pp |
| Employer contribution / active EE | $2,288 | $4,636-50.7% | $4,154-44.9% | $4,156-45.0% |
| Participant deferral / active EE | $2,331 | $6,166-62.2% | $5,453-57.3% | $6,407-63.6% |
| Admin fee / account holder | $2,813 | $16,471-82.9% | $14,116-80.1% | $12,270-77.1% |