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 | $39,619 | $60,892-34.9% | $82,389-51.9% | $84,808-53.3% |
| Participation rate | 75.9% | 63.3%+12.6pp | 69.5%+6.3pp | 68.3%+7.6pp |
| Annual return | 10.66% | 37.29%-26.6pp | 28.67%-18.0pp | 40.90%-30.2pp |
| Employer contribution / active EE | $1,398 | $1,779-21.4% | $2,517-44.5% | $2,631-46.9% |
| Participant deferral / active EE | $2,573 | $3,179-19.1% | $4,155-38.1% | $4,212-38.9% |
| Admin fee / account holder | $11,674 | $5,467+113.5% | $7,231+61.4% | $7,344+59.0% |