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 | $47,888 | $77,314-38.1% | $177,989-73.1% | $80,856-40.8% |
| Participation rate | 72.1% | 65.7%+6.4pp | 77.1%-5.0pp | 67.6%+4.5pp |
| Annual return | 7.71% | 18.09%-10.4pp | 294.48%-286.8pp | 35.59%-27.9pp |
| Employer contribution / active EE | $2,188 | $2,292-4.5% | $3,949-44.6% | $2,755-20.6% |
| Participant deferral / active EE | $3,771 | $4,411-14.5% | $6,276-39.9% | $4,296-12.2% |
| Admin fee / account holder | $2,049 | $7,191-71.5% | $10,363-80.2% | $6,918-70.4% |