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 | $46,203 | $57,016-19.0% | $84,966-45.6% | $80,856-42.9% |
| Participation rate | 90.6% | 56.3%+34.3pp | 67.5%+23.1pp | 67.6%+23.0pp |
| Annual return | 8.92% | 21.66%-12.7pp | 66.38%-57.5pp | 35.59%-26.7pp |
| Employer contribution / active EE | $2,159 | $1,798+20.1% | $2,727-20.8% | $2,755-21.6% |
| Participant deferral / active EE | $3,560 | $3,110+14.5% | $4,519-21.2% | $4,296-17.1% |
| Admin fee / account holder | $4,259 | $4,980-14.5% | $6,149-30.7% | $6,918-38.4% |