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 | $36,015 | $25,014+44.0% | $69,647-48.3% | $80,856-55.5% |
| Participation rate | 78.0% | 64.2%+13.8pp | 66.5%+11.6pp | 67.6%+10.4pp |
| Annual return | 9.93% | 19.07%-9.1pp | 100.48%-90.6pp | 35.59%-25.7pp |
| Employer contribution / active EE | $1,881 | $993+89.4% | $1,712+9.8% | $2,755-31.7% |
| Participant deferral / active EE | $3,346 | $1,839+82.0% | $2,886+15.9% | $4,296-22.1% |
| Admin fee / account holder | $1,388 | $2,488-44.2% | $4,713-70.6% | $6,918-79.9% |