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 4-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 | $34,823 | $95,803-63.7% | $113,168-69.2% | $84,808-58.9% |
| Participation rate | 97.2% | 72.9%+24.4pp | 76.6%+20.7pp | 68.3%+28.9pp |
| Annual return | 12.00% | 25.00%-13.0pp | 24.27%-12.3pp | 40.90%-28.9pp |
| Employer contribution / active EE | $2,857 | $2,360+21.1% | $2,975-4.0% | $2,631+8.6% |
| Participant deferral / active EE | $5,236 | $4,242+23.4% | $5,107+2.5% | $4,212+24.3% |
| Admin fee / account holder | $1,916 | $8,989-78.7% | $12,068-84.1% | $7,344-73.9% |