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 | $83,836 | $127,065-34.0% | $113,168-25.9% | $142,382-41.1% |
| Participation rate | 73.7% | 79.2%-5.5pp | 76.6%-2.9pp | 80.1%-6.4pp |
| Annual return | 9.19% | 24.03%-14.8pp | 24.27%-15.1pp | 217.08%-207.9pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,181 | $5,716-44.3% | $5,107-37.7% | $6,507-51.1% |
| Admin fee / account holder | $49,860 | $15,736+216.9% | $12,068+313.2% | $12,624+295.0% |