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 | $34,043 | $72,492-53.0% | $87,100-60.9% | $72,985-53.4% |
| Participation rate | 81.3% | 72.8%+8.4pp | 76.9%+4.4pp | 69.5%+11.8pp |
| Annual return | 6.55% | 24.46%-17.9pp | 28.19%-21.6pp | 81.00%-74.5pp |
| Employer contribution / active EE | $1,668 | $1,894-11.9% | $2,521-33.8% | $2,440-31.6% |
| Participant deferral / active EE | $3,166 | $3,270-3.2% | $4,049-21.8% | $3,607-12.2% |
| Admin fee / account holder | $7,836 | $5,055+55.0% | $7,497+4.5% | $5,124+52.9% |