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 | $44,739 | $59,097-24.3% | $82,389-45.7% | $74,304-39.8% |
| Participation rate | 85.7% | 52.8%+33.0pp | 69.5%+16.2pp | 60.3%+25.4pp |
| Annual return | 13.09% | 22.85%-9.8pp | 28.67%-15.6pp | 29.43%-16.3pp |
| Employer contribution / active EE | $0 | $1,601-100.0% | $2,517-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $5,104 | $2,775+83.9% | $4,155+22.9% | $3,767+35.5% |
| Admin fee / account holder | $3,663 | $4,489-18.4% | $7,231-49.3% | $2,969+23.4% |