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 | $107,324 | $87,733+22.3% | $106,548+0.7% | $85,850+25.0% |
| Participation rate | 75.8% | 71.9%+3.8pp | 76.1%-0.4pp | 69.3%+6.4pp |
| Annual return | 5.33% | 21.86%-16.5pp | 26.80%-21.5pp | 318.53%-313.2pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,552 | $3,469+2.4% | $4,398-19.2% | $3,952-10.1% |
| Admin fee / account holder | $9,623 | $6,767+42.2% | $7,407+29.9% | $6,260+53.7% |