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 | $84,582 | $109,413-22.7% | $156,263-45.9% | $84,808-0.3% |
| Participation rate | 91.3% | 72.7%+18.6pp | 78.9%+12.4pp | 68.3%+23.0pp |
| Annual return | 10.78% | 20.18%-9.4pp | 59.47%-48.7pp | 40.90%-30.1pp |
| Employer contribution / active EE | $2,704 | $2,907-7.0% | $4,333-37.6% | $2,631+2.8% |
| Participant deferral / active EE | $4,643 | $4,590+1.2% | $6,158-24.6% | $4,212+10.2% |
| Admin fee / account holder | $17,055 | $9,357+82.3% | $14,255+19.6% | $7,344+132.2% |