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 | $62,918 | $75,963-17.2% | $97,995-35.8% | $70,131-10.3% |
| Participation rate | 94.3% | 77.0%+17.3pp | 82.4%+11.9pp | 69.5%+24.7pp |
| Annual return | 8.27% | 19.26%-11.0pp | 23.94%-15.7pp | 73.14%-64.9pp |
| Employer contribution / active EE | $2,718 | $3,278-17.1% | $4,158-34.6% | $2,342+16.0% |
| Participant deferral / active EE | $2,737 | $4,053-32.5% | $5,097-46.3% | $3,332-17.9% |
| Admin fee / account holder | $2,649 | $5,407-51.0% | $5,943-55.4% | $4,645-43.0% |