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 | $59,599 | $70,475-15.4% | $100,516-40.7% | $79,858-25.4% |
| Participation rate | 97.4% | 73.7%+23.8pp | 79.4%+18.0pp | 69.6%+27.8pp |
| Annual return | 9.82% | 21.90%-12.1pp | 30.89%-21.1pp | 31.71%-21.9pp |
| Employer contribution / active EE | $2,058 | $2,165-4.9% | $3,418-39.8% | $2,471-16.7% |
| Participant deferral / active EE | $6,152 | $5,181+18.7% | $6,270-1.9% | $3,740+64.5% |
| Admin fee / account holder | $991 | $4,478-77.9% | $8,081-87.7% | $5,306-81.3% |