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 | $77,173 | $77,634-0.6% | $156,549-50.7% | $62,891+22.7% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 3.36% | 50.32%-47.0pp | 32.23%-28.9pp | 20.14%-16.8pp |
| Employer contribution / active EE | $2,888 | $3,444-16.1% | $5,501-47.5% | $2,281+26.6% |
| Participant deferral / active EE | $4,144 | $3,045+36.1% | $4,871-14.9% | $3,203+29.4% |
| Admin fee / account holder | $2,503 | $5,561-55.0% | $13,027-80.8% | $4,296-41.7% |