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 | $60,930 | $86,929-29.9% | $102,423-40.5% | $80,856-24.6% |
| Participation rate | 72.1% | 72.4%-0.3pp | 76.5%-4.4pp | 67.6%+4.5pp |
| Annual return | 10.36% | 18.88%-8.5pp | 29.32%-19.0pp | 35.59%-25.2pp |
| Employer contribution / active EE | $813 | $2,369-65.7% | $3,023-73.1% | $2,755-70.5% |
| Participant deferral / active EE | $2,046 | $4,118-50.3% | $5,053-59.5% | $4,296-52.4% |
| Admin fee / account holder | $2,166 | $8,049-73.1% | $9,451-77.1% | $6,918-68.7% |