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 | $71,414 | $159,602-55.3% | $150,045-52.4% | $142,382-49.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 4.27% | 70.24%-66.0pp | 62.55%-58.3pp | 217.08%-212.8pp |
| Employer contribution / active EE | $1,756 | $4,961-64.6% | $4,693-62.6% | $4,299-59.2% |
| Participant deferral / active EE | $5,475 | $8,310-34.1% | $7,997-31.5% | $6,507-15.9% |
| Admin fee / account holder | $3,865 | $14,846-74.0% | $13,435-71.2% | $12,624-69.4% |