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 | $93,459 | $71,050+31.5% | $93,606-0.2% | $80,856+15.6% |
| Participation rate | 75.7% | 60.4%+15.3pp | 68.7%+7.0pp | 67.6%+8.0pp |
| Annual return | 3.75% | 11.26%-7.5pp | 133.20%-129.4pp | 35.59%-31.8pp |
| Employer contribution / active EE | $1,396 | $1,564-10.7% | $2,420-42.3% | $2,755-49.3% |
| Participant deferral / active EE | $4,687 | $4,034+16.2% | $4,411+6.2% | $4,296+9.1% |
| Admin fee / account holder | $2,721 | $6,945-60.8% | $8,285-67.2% | $6,918-60.7% |