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 | $32,575 | $101,724-68.0% | $164,813-80.2% | $80,856-59.7% |
| Participation rate | 80.8% | 71.8%+8.9pp | 78.6%+2.2pp | 67.6%+13.1pp |
| Annual return | 8.41% | 16.72%-8.3pp | 69.93%-61.5pp | 35.59%-27.2pp |
| Employer contribution / active EE | $1,228 | $2,953-58.4% | $4,341-71.7% | $2,755-55.4% |
| Participant deferral / active EE | $2,005 | $4,477-55.2% | $6,031-66.8% | $4,296-53.3% |
| Admin fee / account holder | $16,086 | $8,227+95.5% | $12,690+26.8% | $6,918+132.5% |