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 | $73,464 | $114,381-35.8% | $107,525-31.7% | $142,382-48.4% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.1%-5.1pp | 80.1%-10.1pp |
| Annual return | 9.86% | 242.71%-232.9pp | 181.32%-171.5pp | 217.08%-207.2pp |
| Employer contribution / active EE | $1,709 | $4,015-57.4% | $3,754-54.5% | $4,299-60.2% |
| Participant deferral / active EE | $4,059 | $5,564-27.1% | $5,116-20.7% | $6,507-37.6% |
| Admin fee / account holder | $51,513 | $9,860+422.4% | $8,919+477.6% | $12,624+308.1% |