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 | $42,480 | $72,492-41.4% | $87,100-51.2% | $72,985-41.8% |
| Participation rate | 70.8% | 72.8%-2.0pp | 76.9%-6.0pp | 69.5%+1.3pp |
| Annual return | 13.67% | 24.46%-10.8pp | 28.19%-14.5pp | 81.00%-67.3pp |
| Employer contribution / active EE | $519 | $1,894-72.6% | $2,521-79.4% | $2,440-78.7% |
| Participant deferral / active EE | $1,769 | $3,270-45.9% | $4,049-56.3% | $3,607-51.0% |
| Admin fee / account holder | $4,672 | $5,055-7.6% | $7,497-37.7% | $5,124-8.8% |