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 | $59,670 | $59,839-0.3% | $81,983-27.2% | $79,858-25.3% |
| Participation rate | 79.4% | 61.6%+17.7pp | 69.2%+10.1pp | 69.6%+9.7pp |
| Annual return | 9.88% | 17.56%-7.7pp | 41.31%-31.4pp | 31.71%-21.8pp |
| Employer contribution / active EE | $1,760 | $1,713+2.7% | $2,498-29.5% | $2,471-28.8% |
| Participant deferral / active EE | $4,997 | $2,695+85.4% | $3,722+34.2% | $3,740+33.6% |
| Admin fee / account holder | $1,350 | $4,287-68.5% | $5,664-76.2% | $5,306-74.6% |