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 | $47,567 | $95,803-50.3% | $113,168-58.0% | $84,808-43.9% |
| Participation rate | 96.2% | 72.9%+23.3pp | 76.6%+19.6pp | 68.3%+27.8pp |
| Annual return | 7.74% | 25.00%-17.3pp | 24.27%-16.5pp | 40.90%-33.2pp |
| Employer contribution / active EE | $2,245 | $2,360-4.9% | $2,975-24.5% | $2,631-14.7% |
| Participant deferral / active EE | $4,341 | $4,242+2.3% | $5,107-15.0% | $4,212+3.1% |
| Admin fee / account holder | $19,394 | $8,989+115.8% | $12,068+60.7% | $7,344+164.1% |