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 | $62,724 | $111,535-43.8% | $105,223-40.4% | $137,256-54.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 9.85% | 237.85%-228.0pp | 180.65%-170.8pp | 220.34%-210.5pp |
| Employer contribution / active EE | $808 | $3,939-79.5% | $3,689-78.1% | $4,156-80.6% |
| Participant deferral / active EE | $6,070 | $5,500+10.4% | $5,072+19.7% | $6,407-5.3% |
| Admin fee / account holder | $23,227 | $9,721+138.9% | $8,859+162.2% | $12,270+89.3% |