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 | $98,720 | $165,335-40.3% | $149,696-34.1% | $158,922-37.9% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 5.42% | 348.15%-342.7pp | 276.60%-271.2pp | 302.83%-297.4pp |
| Employer contribution / active EE | $1,467 | $5,103-71.3% | $4,644-68.4% | $4,761-69.2% |
| Participant deferral / active EE | $3,058 | $7,181-57.4% | $6,842-55.3% | $5,982-48.9% |
| Admin fee / account holder | $23,773 | $10,807+120.0% | $9,309+155.4% | $11,246+111.4% |