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 | $38,480 | $71,050-45.8% | $93,606-58.9% | $80,856-52.4% |
| Participation rate | 87.0% | 60.4%+26.5pp | 68.7%+18.2pp | 67.6%+19.3pp |
| Annual return | 9.80% | 11.26%-1.5pp | 133.20%-123.4pp | 35.59%-25.8pp |
| Employer contribution / active EE | $943 | $1,564-39.7% | $2,420-61.1% | $2,755-65.8% |
| Participant deferral / active EE | $2,870 | $4,034-28.9% | $4,411-34.9% | $4,296-33.2% |
| Admin fee / account holder | $1,567 | $6,945-77.4% | $8,285-81.1% | $6,918-77.4% |