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 | $66,475 | $72,277-8.0% | $101,248-34.3% | $79,858-16.8% |
| Participation rate | 97.3% | 68.5%+28.8pp | 75.8%+21.5pp | 69.6%+27.7pp |
| Annual return | 8.29% | 22.30%-14.0pp | 46.47%-38.2pp | 31.71%-23.4pp |
| Employer contribution / active EE | $5,719 | $2,692+112.5% | $3,660+56.3% | $2,471+131.4% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,423 | $4,400-67.7% | $5,945-76.1% | $5,306-73.2% |