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 | $26,272 | $45,211-41.9% | $56,429-53.4% | $70,131-62.5% |
| Participation rate | 94.1% | 73.6%+20.5pp | 80.0%+14.1pp | 69.5%+24.6pp |
| Annual return | 13.16% | 38.45%-25.3pp | 19.04%-5.9pp | 73.14%-60.0pp |
| Employer contribution / active EE | $1,370 | $2,737-49.9% | $3,405-59.8% | $2,342-41.5% |
| Participant deferral / active EE | $3,050 | $2,735+11.5% | $3,951-22.8% | $3,332-8.5% |
| Admin fee / account holder | $2,580 | $3,027-14.8% | $4,466-42.2% | $4,645-44.5% |