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 | $75,466 | $77,899-3.1% | $149,673-49.6% | $75,163+0.4% |
| Participation rate | 84.6% | 65.6%+19.0pp | 78.8%+5.8pp | 67.2%+17.4pp |
| Annual return | 5.41% | 31.72%-26.3pp | 134.42%-129.0pp | 160.62%-155.2pp |
| Employer contribution / active EE | $1,436 | $3,137-54.2% | $4,818-70.2% | $2,670-46.2% |
| Participant deferral / active EE | $2,254 | $3,411-33.9% | $5,680-60.3% | $4,125-45.4% |
| Admin fee / account holder | $24,273 | $5,956+307.5% | $13,210+83.8% | $5,651+329.5% |