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 | $69,070 | $100,326-31.2% | $180,183-61.7% | $84,808-18.6% |
| Participation rate | 86.2% | 71.0%+15.2pp | 77.4%+8.8pp | 68.3%+17.9pp |
| Annual return | 4.95% | 17.86%-12.9pp | 27.86%-22.9pp | 40.90%-35.9pp |
| Employer contribution / active EE | $2,466 | $3,269-24.6% | $5,039-51.1% | $2,631-6.3% |
| Participant deferral / active EE | $3,788 | $5,066-25.2% | $6,822-44.5% | $4,212-10.1% |
| Admin fee / account holder | $1,339 | $9,674-86.2% | $19,975-93.3% | $7,344-81.8% |