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 | $73,261 | $81,248-9.8% | $155,509-52.9% | $80,856-9.4% |
| Participation rate | 74.6% | 66.2%+8.4pp | 78.2%-3.6pp | 67.6%+7.0pp |
| Annual return | 8.04% | 33.31%-25.3pp | 64.67%-56.6pp | 35.59%-27.6pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,124 | $3,452-38.5% | $5,626-62.2% | $4,296-50.6% |
| Admin fee / account holder | $6,911 | $7,997-13.6% | $15,912-56.6% | $6,918-0.1% |