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 | $129,560 | $217,402-40.4% | $185,823-30.3% | $167,490-22.6% |
| Participation rate | 70.0% | 86.0%-16.0pp | 81.7%-11.7pp | 82.1%-12.1pp |
| Annual return | 8.00% | 148.36%-140.4pp | 122.05%-114.1pp | 478.56%-470.6pp |
| Employer contribution / active EE | $7,275 | $5,873+23.9% | $5,167+40.8% | $4,837+50.4% |
| Participant deferral / active EE | $14,392 | $6,356+126.4% | $5,568+158.5% | $6,341+127.0% |
| Admin fee / account holder | $2,655 | $19,811-86.6% | $16,237-83.6% | $12,309-78.4% |