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 | $22,540 | $76,407-70.5% | $150,298-85.0% | $82,448-72.7% |
| Participation rate | 74.5% | 66.4%+8.1pp | 77.8%-3.3pp | 68.1%+6.4pp |
| Annual return | 11.42% | 39.99%-28.6pp | 62.79%-51.4pp | 41.64%-30.2pp |
| Employer contribution / active EE | $611 | $2,614-76.6% | $4,154-85.3% | $2,551-76.0% |
| Participant deferral / active EE | $1,942 | $3,214-39.6% | $5,453-64.4% | $4,139-53.1% |
| Admin fee / account holder | $8,244 | $6,352+29.8% | $14,116-41.6% | $7,234+14.0% |