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 | $49,551 | $78,422-36.8% | $95,952-48.4% | $79,858-38.0% |
| Participation rate | 75.0% | 73.5%+1.5pp | 77.1%-2.1pp | 69.6%+5.4pp |
| Annual return | 8.83% | 19.37%-10.5pp | 91.61%-82.8pp | 31.71%-22.9pp |
| Employer contribution / active EE | $1,406 | $1,945-27.7% | $2,541-44.7% | $2,471-43.1% |
| Participant deferral / active EE | $2,859 | $3,440-16.9% | $4,167-31.4% | $3,740-23.6% |
| Admin fee / account holder | $10,735 | $5,622+90.9% | $6,795+58.0% | $5,306+102.3% |