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 | $69,814 | $177,572-60.7% | $154,803-54.9% | $142,382-51.0% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 8.02% | 65.07%-57.1pp | 58.88%-50.9pp | 217.08%-209.1pp |
| Employer contribution / active EE | $5,982 | $4,810+24.3% | $4,305+38.9% | $4,299+39.1% |
| Participant deferral / active EE | $6,650 | $6,272+6.0% | $5,540+20.0% | $6,507+2.2% |
| Admin fee / account holder | $27,013 | $16,786+60.9% | $14,329+88.5% | $12,624+114.0% |