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 | $76,283 | $81,460-6.4% | $103,333-26.2% | $80,856-5.7% |
| Participation rate | 97.4% | 66.8%+30.6pp | 74.5%+22.9pp | 67.6%+29.8pp |
| Annual return | 8.55% | 25.55%-17.0pp | 24.88%-16.3pp | 35.59%-27.0pp |
| Employer contribution / active EE | $2,716 | $3,105-12.5% | $3,868-29.8% | $2,755-1.4% |
| Participant deferral / active EE | $4,102 | $3,869+6.0% | $5,057-18.9% | $4,296-4.5% |
| Admin fee / account holder | $3,322 | $6,566-49.4% | $8,355-60.2% | $6,918-52.0% |