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 | $45,380 | $58,828-22.9% | $77,999-41.8% | $62,891-27.8% |
| Participation rate | 75.9% | 71.1%+4.8pp | 75.5%+0.3pp | 69.3%+6.6pp |
| Annual return | 3.41% | 17.16%-13.8pp | 425.96%-422.6pp | 20.14%-16.7pp |
| Employer contribution / active EE | $673 | $1,672-59.7% | $2,470-72.7% | $2,281-70.5% |
| Participant deferral / active EE | $1,928 | $2,686-28.2% | $3,497-44.9% | $3,203-39.8% |
| Admin fee / account holder | $33,454 | $4,393+661.5% | $5,480+510.4% | $4,296+678.8% |