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 | $44,120 | $181,894-75.7% | $156,549-71.8% | $273,961-83.9% |
| Participation rate | 92.9% | 88.4%+4.5pp | 84.0%+8.8pp | 83.0%+9.8pp |
| Annual return | 1.35% | 30.74%-29.4pp | 32.23%-30.9pp | 41.45%-40.1pp |
| Employer contribution / active EE | $2,544 | $6,248-59.3% | $5,501-53.8% | $4,869-47.7% |
| Participant deferral / active EE | $6,825 | $5,550+23.0% | $4,871+40.1% | $5,287+29.1% |
| Admin fee / account holder | $41,913 | $15,559+169.4% | $13,027+221.7% | $10,132+313.7% |