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 | $94,578 | $127,065-25.6% | $113,168-16.4% | $142,382-33.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 3.72% | 24.03%-20.3pp | 24.27%-20.5pp | 217.08%-213.4pp |
| Employer contribution / active EE | $1,624 | $3,442-52.8% | $2,975-45.4% | $4,299-62.2% |
| Participant deferral / active EE | $5,113 | $5,716-10.6% | $5,107+0.1% | $6,507-21.4% |
| Admin fee / account holder | $1,383 | $15,736-91.2% | $12,068-88.5% | $12,624-89.0% |