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 | $52,031 | $70,669-26.4% | $169,368-69.3% | $75,163-30.8% |
| Participation rate | 76.9% | 64.8%+12.1pp | 77.1%-0.2pp | 67.2%+9.7pp |
| Annual return | 13.85% | 36.36%-22.5pp | 405.60%-391.8pp | 160.62%-146.8pp |
| Employer contribution / active EE | $2,275 | $2,211+2.9% | $4,013-43.3% | $2,670-14.8% |
| Participant deferral / active EE | $4,119 | $4,311-4.4% | $6,221-33.8% | $4,125-0.1% |
| Admin fee / account holder | $1,231 | $5,402-77.2% | $9,003-86.3% | $5,651-78.2% |