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 | $61,425 | $88,360-30.5% | $145,433-57.8% | $67,986-9.6% |
| Participation rate | 76.4% | 65.5%+10.9pp | 82.1%-5.8pp | 57.2%+19.2pp |
| Annual return | 11.08% | 63.15%-52.1pp | 66.58%-55.5pp | 31.67%-20.6pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $4,579 | $5,932-22.8% | $7,897-42.0% | $3,358+36.4% |
| Admin fee / account holder | $20,045 | $3,313+505.0% | $13,129+52.7% | $3,203+525.8% |