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 | $53,750 | $89,355-39.8% | $141,162-61.9% | $72,985-26.4% |
| Participation rate | 93.5% | 75.1%+18.4pp | 82.5%+11.1pp | 69.5%+24.1pp |
| Annual return | 18.35% | 111.85%-93.5pp | 71.39%-53.0pp | 81.00%-62.7pp |
| Employer contribution / active EE | $3,226 | $3,114+3.6% | $4,735-31.9% | $2,440+32.2% |
| Participant deferral / active EE | $5,721 | $5,418+5.6% | $6,709-14.7% | $3,607+58.6% |
| Admin fee / account holder | $4,867 | $5,958-18.3% | $10,261-52.6% | $5,124-5.0% |