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 | $26,262 | $106,584-75.4% | $101,326-74.1% | $142,382-81.6% |
| Participation rate | 95.0% | 82.7%+12.3pp | 81.5%+13.5pp | 80.1%+14.9pp |
| Annual return | 10.60% | 36.93%-26.3pp | 36.82%-26.2pp | 217.08%-206.5pp |
| Employer contribution / active EE | $6,954 | $3,956+75.8% | $3,665+89.7% | $4,299+61.8% |
| Participant deferral / active EE | $4,424 | $8,297-46.7% | $7,994-44.7% | $6,507-32.0% |
| Admin fee / account holder | $74,961 | $11,446+554.9% | $11,185+570.2% | $12,624+493.8% |