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 | $79,640 | $106,515-25.2% | $96,683-17.6% | $139,434-42.9% |
| Participation rate | 88.2% | 77.8%+10.4pp | 74.3%+13.9pp | 80.3%+7.9pp |
| Annual return | 9.78% | 38.43%-28.6pp | 35.69%-25.9pp | 372.94%-363.2pp |
| Employer contribution / active EE | $3,037 | $4,103-26.0% | $3,737-18.7% | $4,751-36.1% |
| Participant deferral / active EE | $6,268 | $5,454+14.9% | $4,878+28.5% | $6,710-6.6% |
| Admin fee / account holder | $24,909 | $7,877+216.2% | $6,730+270.1% | $11,403+118.5% |