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 | $60,783 | $91,552-33.6% | $133,956-54.6% | $79,858-23.9% |
| Participation rate | 93.8% | 73.3%+20.4pp | 79.8%+13.9pp | 69.6%+24.1pp |
| Annual return | 8.94% | 61.85%-52.9pp | 45.09%-36.2pp | 31.71%-22.8pp |
| Employer contribution / active EE | $1,875 | $2,384-21.3% | $3,919-52.2% | $2,471-24.1% |
| Participant deferral / active EE | $2,398 | $3,733-35.8% | $5,048-52.5% | $3,740-35.9% |
| Admin fee / account holder | $1,872 | $6,321-70.4% | $8,927-79.0% | $5,306-64.7% |