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 | $46,943 | $77,503-39.4% | $100,391-53.2% | $80,856-41.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 11.27% | 37.20%-25.9pp | 49.20%-37.9pp | 35.59%-24.3pp |
| Employer contribution / active EE | $2,492 | $2,801-11.0% | $3,942-36.8% | $2,755-9.6% |
| Participant deferral / active EE | $4,219 | $6,820-38.1% | $8,082-47.8% | $4,296-1.8% |
| Admin fee / account holder | $12,815 | $5,897+117.3% | $7,899+62.2% | $6,918+85.2% |