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 | $70,286 | $85,766-18.0% | $136,294-48.4% | $70,131+0.2% |
| Participation rate | 82.1% | 74.2%+8.0pp | 81.9%+0.2pp | 69.5%+12.6pp |
| Annual return | 13.69% | 31.45%-17.8pp | 5155.94%-5142.2pp | 73.14%-59.4pp |
| Employer contribution / active EE | $765 | $2,966-74.2% | $4,695-83.7% | $2,342-67.4% |
| Participant deferral / active EE | $5,460 | $5,051+8.1% | $6,247-12.6% | $3,332+63.9% |
| Admin fee / account holder | $16,410 | $5,420+202.7% | $9,243+77.5% | $4,645+253.3% |