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 | $94,219 | $73,933+27.4% | $96,683-2.5% | $75,163+25.4% |
| Participation rate | 76.9% | 66.4%+10.5pp | 74.3%+2.6pp | 67.2%+9.7pp |
| Annual return | 0.72% | 26.70%-26.0pp | 35.69%-35.0pp | 160.62%-159.9pp |
| Employer contribution / active EE | $1,216 | $2,928-58.5% | $3,737-67.5% | $2,670-54.5% |
| Participant deferral / active EE | $2,918 | $3,659-20.3% | $4,878-40.2% | $4,125-29.3% |
| Admin fee / account holder | $5,753 | $5,216+10.3% | $6,730-14.5% | $5,651+1.8% |