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 | $46,243 | $37,426+23.6% | $77,482-40.3% | $79,858-42.1% |
| Participation rate | 92.6% | 41.5%+51.1pp | 54.2%+38.4pp | 69.6%+23.0pp |
| Annual return | 2.19% | 39.70%-37.5pp | 54.79%-52.6pp | 31.71%-29.5pp |
| Employer contribution / active EE | $2,743 | $637+330.9% | $986+178.1% | $2,471+11.0% |
| Participant deferral / active EE | $3,363 | $1,260+166.9% | $1,861+80.7% | $3,740-10.1% |
| Admin fee / account holder | $1,368 | $2,504-45.4% | $2,858-52.1% | $5,306-74.2% |