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 | $50,680 | $81,632-37.9% | $70,449-28.1% | $158,922-68.1% |
| Participation rate | 78.9% | 77.7%+1.2pp | 75.1%+3.9pp | 82.0%-3.0pp |
| Annual return | 4.33% | 208.40%-204.1pp | 109.03%-104.7pp | 302.83%-298.5pp |
| Employer contribution / active EE | $2,862 | $3,217-11.0% | $2,737+4.6% | $4,761-39.9% |
| Participant deferral / active EE | $1,599 | $4,554-64.9% | $3,709-56.9% | $5,982-73.3% |
| Admin fee / account holder | $8,379 | $6,193+35.3% | $3,845+117.9% | $11,246-25.5% |