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 | $63,144 | $65,365-3.4% | $92,893-32.0% | $72,985-13.5% |
| Participation rate | 89.5% | 68.3%+21.2pp | 76.0%+13.5pp | 69.5%+20.0pp |
| Annual return | 5.06% | 42.10%-37.0pp | 109.41%-104.4pp | 81.00%-75.9pp |
| Employer contribution / active EE | $3,266 | $2,594+25.9% | $3,653-10.6% | $2,440+33.9% |
| Participant deferral / active EE | $5,889 | $3,128+88.3% | $4,236+39.0% | $3,607+63.3% |
| Admin fee / account holder | $4,880 | $4,251+14.8% | $5,794-15.8% | $5,124-4.8% |