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 | $111,606 | $163,101-31.6% | $136,749-18.4% | $142,382-21.6% |
| Participation rate | 91.7% | 78.2%+13.4pp | 72.1%+19.5pp | 80.1%+11.5pp |
| Annual return | 8.45% | 27.54%-19.1pp | 24.33%-15.9pp | 217.08%-208.6pp |
| Employer contribution / active EE | $767 | $4,117-81.4% | $3,400-77.4% | $4,299-82.2% |
| Participant deferral / active EE | $3,069 | $5,585-45.0% | $4,692-34.6% | $6,507-52.8% |
| Admin fee / account holder | $1,883 | $14,318-86.8% | $11,386-83.5% | $12,624-85.1% |