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 | $60,481 | $138,347-56.3% | $184,203-67.2% | $80,856-25.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 10.31% | 20.02%-9.7pp | 28.81%-18.5pp | 35.59%-25.3pp |
| Employer contribution / active EE | $1,766 | $4,850-63.6% | $6,427-72.5% | $2,755-35.9% |
| Participant deferral / active EE | $4,174 | $7,071-41.0% | $9,131-54.3% | $4,296-2.8% |
| Admin fee / account holder | $19,027 | $10,483+81.5% | $13,901+36.9% | $6,918+175.0% |