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 | $41,807 | $54,762-23.7% | $90,281-53.7% | $72,985-42.7% |
| Participation rate | 82.7% | 65.1%+17.5pp | 73.3%+9.4pp | 69.5%+13.2pp |
| Annual return | 1.18% | 30.63%-29.4pp | 78.10%-76.9pp | 81.00%-79.8pp |
| Employer contribution / active EE | $1,973 | $2,092-5.7% | $2,854-30.9% | $2,440-19.1% |
| Participant deferral / active EE | $2,996 | $2,887+3.8% | $3,885-22.9% | $3,607-16.9% |
| Admin fee / account holder | $2,014 | $3,972-49.3% | $5,351-62.4% | $5,124-60.7% |