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 | $116,834 | $177,572-34.2% | $154,803-24.5% | $142,382-17.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 8.44% | 65.07%-56.6pp | 58.88%-50.4pp | 217.08%-208.6pp |
| Employer contribution / active EE | $1,163 | $4,810-75.8% | $4,305-73.0% | $4,299-72.9% |
| Participant deferral / active EE | $1,847 | $6,272-70.5% | $5,540-66.7% | $6,507-71.6% |
| Admin fee / account holder | $315 | $16,786-98.1% | $14,329-97.8% | $12,624-97.5% |