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 | $78,343 | $91,019-13.9% | $392,568-80.0% | $72,985+7.3% |
| Participation rate | 87.0% | 74.4%+12.6pp | 78.1%+8.9pp | 69.5%+17.5pp |
| Annual return | 2.28% | 20.00%-17.7pp | 24.42%-22.1pp | 81.00%-78.7pp |
| Employer contribution / active EE | $3,007 | $2,751+9.3% | $3,783-20.5% | $2,440+23.3% |
| Participant deferral / active EE | $4,332 | $4,570-5.2% | $5,985-27.6% | $3,607+20.1% |
| Admin fee / account holder | $9,307 | $4,895+90.1% | $6,260+48.7% | $5,124+81.6% |