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 | $81,063 | $102,317-20.8% | $146,958-44.8% | $80,856+0.3% |
| Participation rate | 72.0% | 75.8%-3.8pp | 82.2%-10.2pp | 67.6%+4.4pp |
| Annual return | 7.26% | 134.76%-127.5pp | 418.34%-411.1pp | 35.59%-28.3pp |
| Employer contribution / active EE | $2,866 | $3,713-22.8% | $4,933-41.9% | $2,755+4.0% |
| Participant deferral / active EE | $5,439 | $6,644-18.1% | $8,070-32.6% | $4,296+26.6% |
| Admin fee / account holder | $3,858 | $7,941-51.4% | $12,998-70.3% | $6,918-44.2% |