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 | $53,655 | $74,927-28.4% | $101,794-47.3% | $84,808-36.7% |
| Participation rate | 83.3% | 61.4%+21.9pp | 69.2%+14.1pp | 68.3%+15.0pp |
| Annual return | 8.88% | 18.70%-9.8pp | 30.53%-21.6pp | 40.90%-32.0pp |
| Employer contribution / active EE | $1,250 | $1,522-17.9% | $2,289-45.4% | $2,631-52.5% |
| Participant deferral / active EE | $1,734 | $3,099-44.0% | $4,084-57.5% | $4,212-58.8% |
| Admin fee / account holder | $10,277 | $6,514+57.8% | $8,777+17.1% | $7,344+39.9% |