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 | $99,032 | $165,335-40.1% | $149,696-33.8% | $158,922-37.7% |
| Participation rate | 93.8% | 84.6%+9.2pp | 82.5%+11.3pp | 82.0%+11.8pp |
| Annual return | 4.80% | 348.15%-343.3pp | 276.60%-271.8pp | 302.83%-298.0pp |
| Employer contribution / active EE | $2,925 | $5,103-42.7% | $4,644-37.0% | $4,761-38.6% |
| Participant deferral / active EE | $8,227 | $7,181+14.6% | $6,842+20.2% | $5,982+37.5% |
| Admin fee / account holder | $5,953 | $10,807-44.9% | $9,309-36.0% | $11,246-47.1% |