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 | $74,557 | $108,825-31.5% | $156,181-52.3% | $82,448-9.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 10.73% | 20.59%-9.9pp | 64.87%-54.1pp | 41.64%-30.9pp |
| Employer contribution / active EE | $1,575 | $2,870-45.1% | $4,294-63.3% | $2,551-38.3% |
| Participant deferral / active EE | $3,481 | $4,577-24.0% | $6,132-43.2% | $4,139-15.9% |
| Admin fee / account holder | $7,930 | $9,341-15.1% | $14,586-45.6% | $7,234+9.6% |