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 | $50,369 | $111,814-55.0% | $103,374-51.3% | $145,959-65.5% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 8.00% | 24.77%-16.8pp | 24.89%-16.9pp | 561.95%-553.9pp |
| Employer contribution / active EE | $3,455 | $4,214-18.0% | $3,869-10.7% | $4,661-25.9% |
| Participant deferral / active EE | $4,240 | $5,618-24.5% | $5,058-16.2% | $6,689-36.6% |
| Admin fee / account holder | $6,497 | $9,754-33.4% | $8,394-22.6% | $13,398-51.5% |