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 | $92,520 | $152,460-39.3% | $118,746-22.1% | $147,584-37.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 6.52% | 17.41%-10.9pp | 24.54%-18.0pp | 578.55%-572.0pp |
| Employer contribution / active EE | $4,865 | $5,046-3.6% | $4,193+16.0% | $4,876-0.2% |
| Participant deferral / active EE | $8,420 | $6,212+35.5% | $5,332+57.9% | $5,439+54.8% |
| Admin fee / account holder | $1,532 | $16,953-91.0% | $10,720-85.7% | $10,885-85.9% |