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 | $72,184 | $101,724-29.0% | $164,813-56.2% | $80,856-10.7% |
| Participation rate | 94.1% | 71.8%+22.3pp | 78.6%+15.5pp | 67.6%+26.5pp |
| Annual return | 10.38% | 16.72%-6.3pp | 69.93%-59.5pp | 35.59%-25.2pp |
| Employer contribution / active EE | $1,495 | $2,953-49.4% | $4,341-65.6% | $2,755-45.7% |
| Participant deferral / active EE | $7,337 | $4,477+63.9% | $6,031+21.6% | $4,296+70.8% |
| Admin fee / account holder | $42,075 | $8,227+411.4% | $12,690+231.6% | $6,918+508.2% |