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 | $79,372 | $71,050+11.7% | $93,606-15.2% | $80,856-1.8% |
| Participation rate | 83.6% | 60.4%+23.2pp | 68.7%+14.9pp | 67.6%+15.9pp |
| Annual return | 9.46% | 11.26%-1.8pp | 133.20%-123.7pp | 35.59%-26.1pp |
| Employer contribution / active EE | $1,314 | $1,564-16.0% | $2,420-45.7% | $2,755-52.3% |
| Participant deferral / active EE | $3,389 | $4,034-16.0% | $4,411-23.2% | $4,296-21.1% |
| Admin fee / account holder | $5,854 | $6,945-15.7% | $8,285-29.3% | $6,918-15.4% |