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 | $65,105 | $153,772-57.7% | $133,980-51.4% | $273,961-76.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 3.24% | 36.51%-33.3pp | 29.30%-26.1pp | 41.45%-38.2pp |
| Employer contribution / active EE | $6,504 | $6,029+7.9% | $5,211+24.8% | $4,869+33.6% |
| Participant deferral / active EE | $7,117 | $6,958+2.3% | $6,282+13.3% | $5,287+34.6% |
| Admin fee / account holder | $162,625 | $11,765+1282.3% | $9,324+1644.1% | $10,132+1505.1% |