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 | $22,402 | $22,587-0.8% | $65,255-65.7% | $75,163-70.2% |
| Participation rate | 90.7% | 63.1%+27.6pp | 65.0%+25.7pp | 67.2%+23.5pp |
| Annual return | 13.58% | 71.03%-57.4pp | 47.35%-33.8pp | 160.62%-147.0pp |
| Employer contribution / active EE | $2,220 | $941+136.0% | $1,691+31.3% | $2,670-16.8% |
| Participant deferral / active EE | $2,155 | $1,695+27.1% | $2,831-23.9% | $4,125-47.7% |
| Admin fee / account holder | $2,718 | $1,876+44.9% | $4,112-33.9% | $5,651-51.9% |