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 | $45,192 | $78,422-42.4% | $95,952-52.9% | $79,858-43.4% |
| Participation rate | 84.1% | 73.5%+10.6pp | 77.1%+7.1pp | 69.6%+14.5pp |
| Annual return | 8.52% | 19.37%-10.9pp | 91.61%-83.1pp | 31.71%-23.2pp |
| Employer contribution / active EE | $776 | $1,945-60.1% | $2,541-69.5% | $2,471-68.6% |
| Participant deferral / active EE | $3,235 | $3,440-5.9% | $4,167-22.4% | $3,740-13.5% |
| Admin fee / account holder | $3,962 | $5,622-29.5% | $6,795-41.7% | $5,306-25.3% |