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 | $73,332 | $77,813-5.8% | $123,544-40.6% | $64,186+14.2% |
| Participation rate | 80.7% | 74.7%+6.0pp | 82.3%-1.6pp | 69.6%+11.1pp |
| Annual return | -8.22% | 12.48%-20.7pp | 119.20%-127.4pp | 7.63%-15.9pp |
| Employer contribution / active EE | $4,147 | $3,014+37.6% | $4,628-10.4% | $2,381+74.2% |
| Participant deferral / active EE | $4,280 | $5,240-18.3% | $6,426-33.4% | $3,470+23.4% |
| Admin fee / account holder | $3,877 | $5,519-29.7% | $9,284-58.2% | $4,888-20.7% |