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 | $37,993 | $64,480-41.1% | $81,382-53.3% | $80,856-53.0% |
| Participation rate | 96.7% | 63.9%+32.9pp | 69.5%+27.3pp | 67.6%+29.1pp |
| Annual return | 7.59% | 16.34%-8.7pp | 24.73%-17.1pp | 35.59%-28.0pp |
| Employer contribution / active EE | $3,829 | $1,978+93.5% | $2,463+55.5% | $2,755+39.0% |
| Participant deferral / active EE | $1,051 | $3,094-66.0% | $3,883-72.9% | $4,296-75.5% |
| Admin fee / account holder | $4,002 | $5,671-29.4% | $5,768-30.6% | $6,918-42.1% |