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 | $33,152 | $80,717-58.9% | $154,803-78.6% | $84,808-60.9% |
| Participation rate | 80.0% | 66.8%+13.2pp | 78.1%+1.9pp | 68.3%+11.7pp |
| Annual return | 11.25% | 37.96%-26.7pp | 58.88%-47.6pp | 40.90%-29.6pp |
| Employer contribution / active EE | $583 | $2,761-78.9% | $4,305-86.5% | $2,631-77.8% |
| Participant deferral / active EE | $1,719 | $3,303-48.0% | $5,540-69.0% | $4,212-59.2% |
| Admin fee / account holder | $675 | $6,746-90.0% | $14,329-95.3% | $7,344-90.8% |