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 | $73,407 | $99,985-26.6% | $146,665-49.9% | $85,850-14.5% |
| Participation rate | 97.1% | 73.1%+24.0pp | 80.1%+17.0pp | 69.3%+27.7pp |
| Annual return | 3.09% | 18.93%-15.8pp | 22.74%-19.7pp | 318.53%-315.4pp |
| Employer contribution / active EE | $3,676 | $2,559+43.7% | $4,136-11.1% | $2,565+43.3% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $7,149 | $7,702-7.2% | $10,280-30.5% | $6,260+14.2% |