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 | $10,402 | $77,899-86.6% | $149,673-93.1% | $75,163-86.2% |
| Participation rate | 84.6% | 65.6%+19.0pp | 78.8%+5.8pp | 67.2%+17.4pp |
| Annual return | 10.71% | 31.72%-21.0pp | 134.42%-123.7pp | 160.62%-149.9pp |
| Employer contribution / active EE | $751 | $3,137-76.1% | $4,818-84.4% | $2,670-71.9% |
| Participant deferral / active EE | $1,481 | $3,411-56.6% | $5,680-73.9% | $4,125-64.1% |
| Admin fee / account holder | $7,112 | $5,956+19.4% | $13,210-46.2% | $5,651+25.9% |