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 | $71,217 | $106,515-33.1% | $96,683-26.3% | $139,434-48.9% |
| Participation rate | 95.5% | 77.8%+17.6pp | 74.3%+21.1pp | 80.3%+15.1pp |
| Annual return | 6.68% | 38.43%-31.7pp | 35.69%-29.0pp | 372.94%-366.3pp |
| Employer contribution / active EE | $2,489 | $4,103-39.3% | $3,737-33.4% | $4,751-47.6% |
| Participant deferral / active EE | $3,371 | $5,454-38.2% | $4,878-30.9% | $6,710-49.8% |
| Admin fee / account holder | $51,273 | $7,877+550.9% | $6,730+661.9% | $11,403+349.7% |