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 | $29,301 | $58,512-49.9% | $84,015-65.1% | $72,985-59.9% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 5.18% | 28.93%-23.7pp | 71.31%-66.1pp | 81.00%-75.8pp |
| Employer contribution / active EE | $1,172 | $1,163+0.8% | $1,983-40.9% | $2,440-52.0% |
| Participant deferral / active EE | $1,782 | $2,394-25.6% | $3,239-45.0% | $3,607-50.6% |
| Admin fee / account holder | $665 | $4,569-85.4% | $6,101-89.1% | $5,124-87.0% |