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 | $45,540 | $74,927-39.2% | $101,794-55.3% | $84,808-46.3% |
| Participation rate | 78.4% | 61.4%+17.0pp | 69.2%+9.2pp | 68.3%+10.1pp |
| Annual return | 12.38% | 18.70%-6.3pp | 30.53%-18.1pp | 40.90%-28.5pp |
| Employer contribution / active EE | $701 | $1,522-53.9% | $2,289-69.4% | $2,631-73.3% |
| Participant deferral / active EE | $4,721 | $3,099+52.3% | $4,084+15.6% | $4,212+12.1% |
| Admin fee / account holder | $12,277 | $6,514+88.5% | $8,777+39.9% | $7,344+67.2% |