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 | $60,831 | $138,347-56.0% | $184,203-67.0% | $80,856-24.8% |
| Participation rate | 97.6% | 83.9%+13.7pp | 86.8%+10.7pp | 67.6%+29.9pp |
| Annual return | 9.87% | 20.02%-10.1pp | 28.81%-18.9pp | 35.59%-25.7pp |
| Employer contribution / active EE | $3,122 | $4,850-35.6% | $6,427-51.4% | $2,755+13.3% |
| Participant deferral / active EE | $4,618 | $7,071-34.7% | $9,131-49.4% | $4,296+7.5% |
| Admin fee / account holder | $8,932 | $10,483-14.8% | $13,901-35.7% | $6,918+29.1% |