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 | $77,194 | $163,101-52.7% | $136,749-43.6% | $142,382-45.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 7.35% | 27.54%-20.2pp | 24.33%-17.0pp | 217.08%-209.7pp |
| Employer contribution / active EE | $1,347 | $4,117-67.3% | $3,400-60.4% | $4,299-68.7% |
| Participant deferral / active EE | $11,275 | $5,585+101.9% | $4,692+140.3% | $6,507+73.3% |
| Admin fee / account holder | $2,025 | $14,318-85.9% | $11,386-82.2% | $12,624-84.0% |