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 | $67,822 | $99,985-32.2% | $146,665-53.8% | $85,850-21.0% |
| Participation rate | 96.4% | 73.1%+23.3pp | 80.1%+16.3pp | 69.3%+27.0pp |
| Annual return | 10.85% | 18.93%-8.1pp | 22.74%-11.9pp | 318.53%-307.7pp |
| Employer contribution / active EE | $2,363 | $2,559-7.6% | $4,136-42.9% | $2,565-7.9% |
| Participant deferral / active EE | $3,078 | $4,006-23.2% | $5,506-44.1% | $3,952-22.1% |
| Admin fee / account holder | $10,655 | $7,702+38.3% | $10,280+3.7% | $6,260+70.2% |