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 | $81,232 | $201,272-59.6% | $184,203-55.9% | $145,922-44.3% |
| Participation rate | 85.0% | 87.5%-2.5pp | 86.8%-1.8pp | 80.3%+4.7pp |
| Annual return | 8.13% | 29.00%-20.9pp | 28.81%-20.7pp | 561.29%-553.2pp |
| Employer contribution / active EE | $1,691 | $7,022-75.9% | $6,427-73.7% | $4,660-63.7% |
| Participant deferral / active EE | $4,021 | $9,806-59.0% | $9,131-56.0% | $6,688-39.9% |
| Admin fee / account holder | $822 | $16,364-95.0% | $13,901-94.1% | $13,397-93.9% |