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 | $87,720 | $86,929+0.9% | $102,423-14.4% | $80,856+8.5% |
| Participation rate | 95.6% | 72.4%+23.2pp | 76.5%+19.1pp | 67.6%+27.9pp |
| Annual return | 8.26% | 18.88%-10.6pp | 29.32%-21.1pp | 35.59%-27.3pp |
| Employer contribution / active EE | $1,412 | $2,369-40.4% | $3,023-53.3% | $2,755-48.8% |
| Participant deferral / active EE | $3,415 | $4,118-17.1% | $5,053-32.4% | $4,296-20.5% |
| Admin fee / account holder | $4,219 | $8,049-47.6% | $9,451-55.4% | $6,918-39.0% |