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 | $41,847 | $46,553-10.1% | $64,056-34.7% | $75,163-44.3% |
| Participation rate | 90.5% | 65.9%+24.5pp | 72.3%+18.2pp | 67.2%+23.3pp |
| Annual return | 2.64% | 26.03%-23.4pp | 33.69%-31.0pp | 160.62%-158.0pp |
| Employer contribution / active EE | $758 | $1,974-61.6% | $2,747-72.4% | $2,670-71.6% |
| Participant deferral / active EE | $1,505 | $2,837-47.0% | $3,880-61.2% | $4,125-63.5% |
| Admin fee / account holder | $10,281 | $2,952+248.3% | $3,068+235.1% | $5,651+81.9% |