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 | $62,698 | $83,477-24.9% | $125,175-49.9% | $72,985-14.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 3.66% | 25.78%-22.1pp | 43.79%-40.1pp | 81.00%-77.3pp |
| Employer contribution / active EE | $1,842 | $2,345-21.5% | $3,865-52.3% | $2,440-24.5% |
| Participant deferral / active EE | $4,218 | $3,585+17.6% | $4,937-14.6% | $3,607+16.9% |
| Admin fee / account holder | $3,868 | $5,517-29.9% | $9,702-60.1% | $5,124-24.5% |