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 | $72,570 | $130,194-44.3% | $169,993-57.3% | $71,457+1.6% |
| Participation rate | 71.8% | 86.1%-14.3pp | 87.0%-15.2pp | 67.9%+3.9pp |
| Annual return | 13.78% | 20.37%-6.6pp | 53.37%-39.6pp | 28.85%-15.1pp |
| Employer contribution / active EE | $2,998 | $4,381-31.6% | $6,785-55.8% | $2,588+15.9% |
| Participant deferral / active EE | $4,431 | $6,923-36.0% | $10,408-57.4% | $4,289+3.3% |
| Admin fee / account holder | $6,171 | $966+539.1% | $12,815-51.8% | $1,587+288.8% |