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 | $131,331 | $176,812-25.7% | $146,665-10.5% | $167,490-21.6% |
| Participation rate | 78.9% | 83.6%-4.7pp | 80.1%-1.1pp | 82.1%-3.2pp |
| Annual return | 7.47% | 24.03%-16.6pp | 22.74%-15.3pp | 478.56%-471.1pp |
| Employer contribution / active EE | $2,802 | $5,160-45.7% | $4,136-32.3% | $4,837-42.1% |
| Participant deferral / active EE | $3,544 | $6,440-45.0% | $5,506-35.6% | $6,341-44.1% |
| Admin fee / account holder | $16,852 | $13,259+27.1% | $10,280+63.9% | $12,309+36.9% |