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 | $29,098 | $70,428-58.7% | $96,562-69.9% | $85,850-66.1% |
| Participation rate | 82.8% | 61.8%+21.0pp | 69.8%+12.9pp | 69.3%+13.4pp |
| Annual return | 7.65% | 18.59%-10.9pp | 37.78%-30.1pp | 318.53%-310.9pp |
| Employer contribution / active EE | $866 | $1,413-38.7% | $2,356-63.2% | $2,565-66.2% |
| Participant deferral / active EE | $2,535 | $2,894-12.4% | $3,849-34.1% | $3,952-35.8% |
| Admin fee / account holder | $925 | $4,997-81.5% | $6,181-85.0% | $6,260-85.2% |