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 | $70,051 | $109,359-35.9% | $162,163-56.8% | $72,985-4.0% |
| Participation rate | 96.6% | 84.3%+12.3pp | 87.6%+9.0pp | 69.5%+27.1pp |
| Annual return | 16.11% | 25.46%-9.3pp | 115.59%-99.5pp | 81.00%-64.9pp |
| Employer contribution / active EE | $3,020 | $3,907-22.7% | $5,614-46.2% | $2,440+23.8% |
| Participant deferral / active EE | $3,013 | $5,481-45.0% | $7,298-58.7% | $3,607-16.5% |
| Admin fee / account holder | $7,234 | $7,972-9.2% | $10,843-33.3% | $5,124+41.2% |