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 | $139,278 | $214,378-35.0% | $200,582-30.6% | $142,382-2.2% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 10.62% | 46.41%-35.8pp | 42.33%-31.7pp | 217.08%-206.5pp |
| Employer contribution / active EE | $2,245 | $6,841-67.2% | $6,419-65.0% | $4,299-47.8% |
| Participant deferral / active EE | $3,375 | $9,865-65.8% | $9,331-63.8% | $6,507-48.1% |
| Admin fee / account holder | $2,403 | $17,692-86.4% | $16,305-85.3% | $12,624-81.0% |