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 | $39,831 | $39,122+1.8% | $57,179-30.3% | $62,891-36.7% |
| Participation rate | 70.0% | 70.5%-0.5pp | 75.3%-5.3pp | 69.3%+0.7pp |
| Annual return | 0.81% | 9.23%-8.4pp | 14.59%-13.8pp | 20.14%-19.3pp |
| Employer contribution / active EE | $3,601 | $1,874+92.1% | $2,682+34.2% | $2,281+57.9% |
| Participant deferral / active EE | $3,528 | $2,374+48.6% | $3,096+13.9% | $3,203+10.1% |
| Admin fee / account holder | $1,944 | $2,592-25.0% | $3,139-38.1% | $4,296-54.7% |