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 | $73,787-38.3% | $98,716-53.9% | $82,448-44.8% |
| Participation rate | 78.4% | 61.4%+17.0pp | 69.3%+9.1pp | 68.1%+10.4pp |
| Annual return | 12.38% | 18.57%-6.2pp | 31.81%-19.4pp | 41.64%-29.3pp |
| Employer contribution / active EE | $701 | $1,511-53.6% | $2,279-69.2% | $2,551-72.5% |
| Participant deferral / active EE | $4,721 | $3,081+53.2% | $4,048+16.6% | $4,139+14.1% |
| Admin fee / account holder | $12,277 | $6,500+88.9% | $8,703+41.1% | $7,234+69.7% |