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 | $61,304 | $111,754-45.1% | $103,333-40.7% | $145,922-58.0% |
| Participation rate | 95.0% | 77.9%+17.1pp | 74.5%+20.5pp | 80.3%+14.7pp |
| Annual return | 7.29% | 24.77%-17.5pp | 24.88%-17.6pp | 561.29%-554.0pp |
| Employer contribution / active EE | $2,337 | $4,212-44.5% | $3,868-39.6% | $4,660-49.8% |
| Participant deferral / active EE | $1,803 | $5,619-67.9% | $5,057-64.4% | $6,688-73.0% |
| Admin fee / account holder | $2,840 | $9,750-70.9% | $8,355-66.0% | $13,397-78.8% |