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 | $66,266 | $82,523-19.7% | $115,752-42.8% | $70,131-5.5% |
| Participation rate | 97.6% | 74.0%+23.6pp | 77.8%+19.9pp | 69.5%+28.1pp |
| Annual return | 11.50% | 28.22%-16.7pp | 19.41%-7.9pp | 73.14%-61.6pp |
| Employer contribution / active EE | $3,143 | $2,758+14.0% | $3,492-10.0% | $2,342+34.2% |
| Participant deferral / active EE | $0 | $4,062-100.0% | $5,204-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,312 | $4,552-49.2% | $6,278-63.2% | $4,645-50.2% |