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 | $61,584 | $148,978-58.7% | $200,582-69.3% | $84,808-27.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 9.44% | 28.16%-18.7pp | 42.33%-32.9pp | 40.90%-31.5pp |
| Employer contribution / active EE | $3,361 | $4,815-30.2% | $6,419-47.6% | $2,631+27.7% |
| Participant deferral / active EE | $4,048 | $7,142-43.3% | $9,331-56.6% | $4,212-3.9% |
| Admin fee / account holder | $969 | $13,977-93.1% | $16,305-94.1% | $7,344-86.8% |