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 | $43,866 | $99,985-56.1% | $146,665-70.1% | $85,850-48.9% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 9.65% | 18.93%-9.3pp | 22.74%-13.1pp | 318.53%-308.9pp |
| Employer contribution / active EE | $2,640 | $2,559+3.2% | $4,136-36.2% | $2,565+2.9% |
| Participant deferral / active EE | $2,537 | $4,006-36.7% | $5,506-53.9% | $3,952-35.8% |
| Admin fee / account holder | $11,930 | $7,702+54.9% | $10,280+16.1% | $6,260+90.6% |