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 | $69,034 | $76,367-9.6% | $93,606-26.3% | $72,985-5.4% |
| Participation rate | 91.5% | 71.7%+19.8pp | 75.8%+15.7pp | 69.5%+22.1pp |
| Annual return | 3.79% | 25.82%-22.0pp | 32.76%-29.0pp | 81.00%-77.2pp |
| Employer contribution / active EE | $923 | $2,275-59.4% | $2,718-66.1% | $2,440-62.2% |
| Participant deferral / active EE | $2,370 | $3,538-33.0% | $4,069-41.7% | $3,607-34.3% |
| Admin fee / account holder | $1,115 | $6,838-83.7% | $7,888-85.9% | $5,124-78.2% |