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 | $58,691 | $95,803-38.7% | $113,168-48.1% | $84,808-30.8% |
| Participation rate | 98.4% | 72.9%+25.5pp | 76.6%+21.8pp | 68.3%+30.1pp |
| Annual return | 5.97% | 25.00%-19.0pp | 24.27%-18.3pp | 40.90%-34.9pp |
| Employer contribution / active EE | $887 | $2,360-62.4% | $2,975-70.2% | $2,631-66.3% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $5,107-100.0% | $4,212-100.0% |
| Admin fee / account holder | $7,266 | $8,989-19.2% | $12,068-39.8% | $7,344-1.1% |