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 | $52,573 | $72,492-27.5% | $87,100-39.6% | $72,985-28.0% |
| Participation rate | 94.6% | 72.8%+21.8pp | 76.9%+17.8pp | 69.5%+25.2pp |
| Annual return | 11.49% | 24.46%-13.0pp | 28.19%-16.7pp | 81.00%-69.5pp |
| Employer contribution / active EE | $1,247 | $1,894-34.2% | $2,521-50.6% | $2,440-48.9% |
| Participant deferral / active EE | $2,532 | $3,270-22.6% | $4,049-37.5% | $3,607-29.8% |
| Admin fee / account holder | $14,126 | $5,055+179.4% | $7,497+88.4% | $5,124+175.7% |