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 | $109,422 | $109,4130% | $156,263-30.0% | $84,808+29.0% |
| Participation rate | 94.8% | 72.7%+22.1pp | 78.9%+15.9pp | 68.3%+26.5pp |
| Annual return | 10.69% | 20.18%-9.5pp | 59.47%-48.8pp | 40.90%-30.2pp |
| Employer contribution / active EE | $3,044 | $2,907+4.7% | $4,333-29.7% | $2,631+15.7% |
| Participant deferral / active EE | $7,779 | $4,590+69.5% | $6,158+26.3% | $4,212+84.7% |
| Admin fee / account holder | $10,958 | $9,357+17.1% | $14,255-23.1% | $7,344+49.2% |