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 | $68,739 | $81,460-15.6% | $103,333-33.5% | $80,856-15.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 9.11% | 25.55%-16.4pp | 24.88%-15.8pp | 35.59%-26.5pp |
| Employer contribution / active EE | $3,768 | $3,105+21.4% | $3,868-2.6% | $2,755+36.8% |
| Participant deferral / active EE | $7,111 | $3,869+83.8% | $5,057+40.6% | $4,296+65.5% |
| Admin fee / account holder | $20,890 | $6,566+218.1% | $8,355+150.0% | $6,918+202.0% |