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 | $60,868 | $95,803-36.5% | $113,168-46.2% | $84,808-28.2% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 10.62% | 25.00%-14.4pp | 24.27%-13.7pp | 40.90%-30.3pp |
| Employer contribution / active EE | $2,372 | $2,360+0.5% | $2,975-20.3% | $2,631-9.8% |
| Participant deferral / active EE | $4,814 | $4,242+13.5% | $5,107-5.7% | $4,212+14.3% |
| Admin fee / account holder | $5,658 | $8,989-37.1% | $12,068-53.1% | $7,344-23.0% |