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 | $72,521 | $95,803-24.3% | $113,168-35.9% | $84,808-14.5% |
| Participation rate | 96.9% | 72.9%+24.0pp | 76.6%+20.3pp | 68.3%+28.6pp |
| Annual return | 12.10% | 25.00%-12.9pp | 24.27%-12.2pp | 40.90%-28.8pp |
| Employer contribution / active EE | $4,975 | $2,360+110.8% | $2,975+67.2% | $2,631+89.1% |
| Participant deferral / active EE | $4,166 | $4,242-1.8% | $5,107-18.4% | $4,212-1.1% |
| Admin fee / account holder | $26,807 | $8,989+198.2% | $12,068+122.1% | $7,344+265.0% |