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 | $73,418 | $68,346+7.4% | $94,646-22.4% | $75,163-2.3% |
| Participation rate | 81.6% | 76.1%+5.5pp | 80.8%+0.8pp | 67.2%+14.4pp |
| Annual return | 13.54% | 616.93%-603.4pp | 156.71%-143.2pp | 160.62%-147.1pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,560 | $6,537-45.5% | $7,418-52.0% | $4,125-13.7% |
| Admin fee / account holder | $8,238 | $5,326+54.7% | $7,231+13.9% | $5,651+45.8% |