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 | $98,591 | $217,402-54.7% | $185,823-46.9% | $167,490-41.1% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 7.25% | 148.36%-141.1pp | 122.05%-114.8pp | 478.56%-471.3pp |
| Employer contribution / active EE | $2,334 | $5,873-60.3% | $5,167-54.8% | $4,837-51.7% |
| Participant deferral / active EE | $3,070 | $6,356-51.7% | $5,568-44.9% | $6,341-51.6% |
| Admin fee / account holder | $1,903 | $19,811-90.4% | $16,237-88.3% | $12,309-84.5% |