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 | $38,209 | $104,251-63.3% | $91,001-58.0% | $147,584-74.1% |
| Participation rate | 83.3% | 78.2%+5.1pp | 75.6%+7.7pp | 82.8%+0.5pp |
| Annual return | 7.33% | 27.06%-19.7pp | 4.60%+2.7pp | 578.55%-571.2pp |
| Employer contribution / active EE | $1,357 | $3,116-56.5% | $2,456-44.7% | $4,876-72.2% |
| Participant deferral / active EE | $4,072 | $4,195-2.9% | $3,547+14.8% | $5,439-25.1% |
| Admin fee / account holder | $2,124 | $8,948-76.3% | $5,417-60.8% | $10,885-80.5% |