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 | $69,384 | $103,376-32.9% | $87,100-20.3% | $152,861-54.6% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.9%+8.8pp | 82.4%+3.3pp |
| Annual return | 2.15% | 28.10%-25.9pp | 28.19%-26.0pp | 345.32%-343.2pp |
| Employer contribution / active EE | $1,544 | $3,220-52.0% | $2,521-38.7% | $4,762-67.6% |
| Participant deferral / active EE | $3,022 | $4,778-36.7% | $4,049-25.3% | $5,850-48.3% |
| Admin fee / account holder | $29,624 | $12,205+142.7% | $7,497+295.2% | $11,596+155.5% |