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 | $38,960 | $81,248-52.0% | $155,509-74.9% | $80,856-51.8% |
| Participation rate | 96.3% | 66.2%+30.1pp | 78.2%+18.1pp | 67.6%+28.7pp |
| Annual return | 5.55% | 33.31%-27.8pp | 64.67%-59.1pp | 35.59%-30.0pp |
| Employer contribution / active EE | $3,704 | $3,100+19.5% | $4,672-20.7% | $2,755+34.4% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,626-100.0% | $4,296-100.0% |
| Admin fee / account holder | $22,001 | $7,997+175.1% | $15,912+38.3% | $6,918+218.0% |