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 | $70,809 | $81,460-13.1% | $103,333-31.5% | $80,856-12.4% |
| Participation rate | 87.1% | 66.8%+20.3pp | 74.5%+12.6pp | 67.6%+19.5pp |
| Annual return | 10.28% | 25.55%-15.3pp | 24.88%-14.6pp | 35.59%-25.3pp |
| Employer contribution / active EE | $2,414 | $3,105-22.3% | $3,868-37.6% | $2,755-12.4% |
| Participant deferral / active EE | $7,191 | $3,869+85.9% | $5,057+42.2% | $4,296+67.4% |
| Admin fee / account holder | $45,856 | $6,566+598.3% | $8,355+448.9% | $6,918+562.9% |