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 | $65,550 | $93,571-29.9% | $135,903-51.8% | $75,163-12.8% |
| Participation rate | 79.6% | 75.2%+4.4pp | 81.9%-2.3pp | 67.2%+12.4pp |
| Annual return | 11.65% | 30.90%-19.3pp | 68.23%-56.6pp | 160.62%-149.0pp |
| Employer contribution / active EE | $1,763 | $3,537-50.1% | $4,856-63.7% | $2,670-34.0% |
| Participant deferral / active EE | $6,196 | $6,404-3.2% | $7,758-20.1% | $4,125+50.2% |
| Admin fee / account holder | $28,770 | $6,975+312.5% | $10,762+167.3% | $5,651+409.1% |