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 | $60,463 | $72,277-16.3% | $101,248-40.3% | $79,858-24.3% |
| Participation rate | 75.8% | 68.5%+7.3pp | 75.8%-0.1pp | 69.6%+6.1pp |
| Annual return | 10.45% | 22.30%-11.8pp | 46.47%-36.0pp | 31.71%-21.3pp |
| Employer contribution / active EE | $1,270 | $2,692-52.8% | $3,660-65.3% | $2,471-48.6% |
| Participant deferral / active EE | $2,969 | $3,282-9.5% | $4,370-32.1% | $3,740-20.6% |
| Admin fee / account holder | $9,651 | $4,400+119.3% | $5,945+62.3% | $5,306+81.9% |