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 | $61,007 | $96,965-37.1% | $97,995-37.7% | $147,584-58.7% |
| Participation rate | 95.0% | 83.6%+11.4pp | 82.4%+12.6pp | 82.8%+12.2pp |
| Annual return | 9.01% | 24.11%-15.1pp | 23.94%-14.9pp | 578.55%-569.5pp |
| Employer contribution / active EE | $3,914 | $4,536-13.7% | $4,158-5.9% | $4,876-19.7% |
| Participant deferral / active EE | $4,654 | $5,081-8.4% | $5,097-8.7% | $5,439-14.4% |
| Admin fee / account holder | $3,097 | $8,120-61.9% | $5,943-47.9% | $10,885-71.5% |