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 | $17,558 | $95,266-81.6% | $82,389-78.7% | $142,382-87.7% |
| Participation rate | 71.4% | 74.5%-3.0pp | 69.5%+1.9pp | 80.1%-8.7pp |
| Annual return | 7.89% | 25.74%-17.8pp | 28.67%-20.8pp | 217.08%-209.2pp |
| Employer contribution / active EE | $1,958 | $2,991-34.5% | $2,517-22.2% | $4,299-54.5% |
| Participant deferral / active EE | $3,798 | $4,809-21.0% | $4,155-8.6% | $6,507-41.6% |
| Admin fee / account holder | $12,649 | $8,563+47.7% | $7,231+74.9% | $12,624+0.2% |