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 | $42,554 | $63,355-32.8% | $91,989-53.7% | $72,985-41.7% |
| Participation rate | 72.9% | 72.5%+0.4pp | 78.6%-5.7pp | 69.5%+3.5pp |
| Annual return | 13.68% | 35.35%-21.7pp | 69.02%-55.3pp | 81.00%-67.3pp |
| Employer contribution / active EE | $1,230 | $2,116-41.9% | $3,452-64.4% | $2,440-49.6% |
| Participant deferral / active EE | $2,715 | $4,883-44.4% | $5,923-54.2% | $3,607-24.7% |
| Admin fee / account holder | $3,287 | $4,668-29.6% | $7,743-57.5% | $5,124-35.9% |