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 | $65,043 | $72,277-10.0% | $101,248-35.8% | $79,858-18.6% |
| Participation rate | 78.8% | 68.5%+10.3pp | 75.8%+3.0pp | 69.6%+9.2pp |
| Annual return | 9.29% | 22.30%-13.0pp | 46.47%-37.2pp | 31.71%-22.4pp |
| Employer contribution / active EE | $1,516 | $2,692-43.7% | $3,660-58.6% | $2,471-38.7% |
| Participant deferral / active EE | $3,778 | $3,282+15.1% | $4,370-13.6% | $3,740+1.0% |
| Admin fee / account holder | $6,759 | $4,400+53.6% | $5,945+13.7% | $5,306+27.4% |