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 | $96,906 | $177,572-45.4% | $154,803-37.4% | $142,382-31.9% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 10.85% | 65.07%-54.2pp | 58.88%-48.0pp | 217.08%-206.2pp |
| Employer contribution / active EE | $3,124 | $4,810-35.1% | $4,305-27.4% | $4,299-27.3% |
| Participant deferral / active EE | $2,661 | $6,272-57.6% | $5,540-52.0% | $6,507-59.1% |
| Admin fee / account holder | $1,836 | $16,786-89.1% | $14,329-87.2% | $12,624-85.5% |