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 | $71,641 | $93,571-23.4% | $135,903-47.3% | $75,163-4.7% |
| Participation rate | 89.5% | 75.2%+14.3pp | 81.9%+7.6pp | 67.2%+22.3pp |
| Annual return | 13.06% | 30.90%-17.8pp | 68.23%-55.2pp | 160.62%-147.6pp |
| Employer contribution / active EE | $956 | $3,537-73.0% | $4,856-80.3% | $2,670-64.2% |
| Participant deferral / active EE | $13,003 | $6,404+103.0% | $7,758+67.6% | $4,125+215.2% |
| Admin fee / account holder | $27,225 | $6,975+290.3% | $10,762+153.0% | $5,651+381.8% |