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 | $70,481 | $78,422-10.1% | $95,952-26.5% | $79,858-11.7% |
| Participation rate | 87.2% | 73.5%+13.7pp | 77.1%+10.1pp | 69.6%+17.5pp |
| Annual return | 7.75% | 19.37%-11.6pp | 91.61%-83.9pp | 31.71%-24.0pp |
| Employer contribution / active EE | $1,220 | $1,945-37.3% | $2,541-52.0% | $2,471-50.6% |
| Participant deferral / active EE | $3,046 | $3,440-11.5% | $4,167-26.9% | $3,740-18.6% |
| Admin fee / account holder | $19,682 | $5,622+250.1% | $6,795+189.6% | $5,306+270.9% |