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 | $96,852 | $111,535-13.2% | $105,223-8.0% | $137,256-29.4% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 10.11% | 237.85%-227.7pp | 180.65%-170.5pp | 220.34%-210.2pp |
| Employer contribution / active EE | $4,544 | $3,939+15.3% | $3,689+23.2% | $4,156+9.3% |
| Participant deferral / active EE | $7,665 | $5,500+39.4% | $5,072+51.1% | $6,407+19.6% |
| Admin fee / account holder | $537 | $9,721-94.5% | $8,859-93.9% | $12,270-95.6% |