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 | $51,583 | $71,050-27.4% | $93,606-44.9% | $80,856-36.2% |
| Participation rate | 76.6% | 60.4%+16.2pp | 68.7%+7.9pp | 67.6%+9.0pp |
| Annual return | 9.61% | 11.26%-1.6pp | 133.20%-123.6pp | 35.59%-26.0pp |
| Employer contribution / active EE | $532 | $1,564-66.0% | $2,420-78.0% | $2,755-80.7% |
| Participant deferral / active EE | $3,425 | $4,034-15.1% | $4,411-22.4% | $4,296-20.3% |
| Admin fee / account holder | $3,941 | $6,945-43.3% | $8,285-52.4% | $6,918-43.0% |