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 | $66,874 | $165,335-59.6% | $149,696-55.3% | $158,922-57.9% |
| Participation rate | 70.6% | 84.6%-14.0pp | 82.5%-11.9pp | 82.0%-11.4pp |
| Annual return | 8.01% | 348.15%-340.1pp | 276.60%-268.6pp | 302.83%-294.8pp |
| Employer contribution / active EE | $3,211 | $5,103-37.1% | $4,644-30.9% | $4,761-32.6% |
| Participant deferral / active EE | $8,485 | $7,181+18.2% | $6,842+24.0% | $5,982+41.8% |
| Admin fee / account holder | $12,394 | $10,807+14.7% | $9,309+33.1% | $11,246+10.2% |