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 | $89,066 | $138,562-35.7% | $246,525-63.9% | $116,875-23.8% |
| Participation rate | 90.0% | 72.8%+17.2pp | 82.0%+8.0pp | 74.5%+15.5pp |
| Annual return | 11.13% | 16.14%-5.0pp | 0.46%+10.7pp | 16.29%-5.2pp |
| Employer contribution / active EE | $3,703 | $4,835-23.4% | $7,467-50.4% | $3,288+12.6% |
| Participant deferral / active EE | $4,839 | $4,207+15.0% | $5,422-10.8% | $3,885+24.6% |
| Admin fee / account holder | $13,985 | $18,110-22.8% | $16,551-15.5% | $12,263+14.0% |