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 | $81,477 | $93,571-12.9% | $135,903-40.0% | $75,163+8.4% |
| Participation rate | 94.6% | 75.2%+19.4pp | 81.9%+12.7pp | 67.2%+27.4pp |
| Annual return | 14.62% | 30.90%-16.3pp | 68.23%-53.6pp | 160.62%-146.0pp |
| Employer contribution / active EE | $4,331 | $3,537+22.5% | $4,856-10.8% | $2,670+62.2% |
| Participant deferral / active EE | $8,622 | $6,404+34.6% | $7,758+11.1% | $4,125+109.0% |
| Admin fee / account holder | $6,128 | $6,975-12.1% | $10,762-43.1% | $5,651+8.5% |