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 | $66,778 | $91,552-27.1% | $133,956-50.1% | $79,858-16.4% |
| Participation rate | 85.1% | 73.3%+11.8pp | 79.8%+5.3pp | 69.6%+15.5pp |
| Annual return | 10.06% | 61.85%-51.8pp | 45.09%-35.0pp | 31.71%-21.6pp |
| Employer contribution / active EE | $1,192 | $2,384-50.0% | $3,919-69.6% | $2,471-51.8% |
| Participant deferral / active EE | $4,985 | $3,733+33.5% | $5,048-1.2% | $3,740+33.3% |
| Admin fee / account holder | $2,009 | $6,321-68.2% | $8,927-77.5% | $5,306-62.1% |