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 | $77,276 | $177,572-56.5% | $154,803-50.1% | $142,382-45.7% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 10.06% | 65.07%-55.0pp | 58.88%-48.8pp | 217.08%-207.0pp |
| Employer contribution / active EE | $5,615 | $4,810+16.7% | $4,305+30.4% | $4,299+30.6% |
| Participant deferral / active EE | $5,018 | $6,272-20.0% | $5,540-9.4% | $6,507-22.9% |
| Admin fee / account holder | $34,599 | $16,786+106.1% | $14,329+141.5% | $12,624+174.1% |