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 | $45,334 | $86,929-47.8% | $102,423-55.7% | $80,856-43.9% |
| Participation rate | 76.6% | 72.4%+4.2pp | 76.5%+0.1pp | 67.6%+9.0pp |
| Annual return | 9.57% | 18.88%-9.3pp | 29.32%-19.7pp | 35.59%-26.0pp |
| Employer contribution / active EE | $1,871 | $2,369-21.0% | $3,023-38.1% | $2,755-32.1% |
| Participant deferral / active EE | $3,688 | $4,118-10.4% | $5,053-27.0% | $4,296-14.1% |
| Admin fee / account holder | $2,300 | $8,049-71.4% | $9,451-75.7% | $6,918-66.8% |