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 | $71,804 | $111,535-35.6% | $105,223-31.8% | $137,256-47.7% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 5.96% | 237.85%-231.9pp | 180.65%-174.7pp | 220.34%-214.4pp |
| Employer contribution / active EE | $1,439 | $3,939-63.5% | $3,689-61.0% | $4,156-65.4% |
| Participant deferral / active EE | $2,709 | $5,500-50.7% | $5,072-46.6% | $6,407-57.7% |
| Admin fee / account holder | $8,469 | $9,721-12.9% | $8,859-4.4% | $12,270-31.0% |