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 | $58,821 | $70,428-16.5% | $96,562-39.1% | $85,850-31.5% |
| Participation rate | 71.4% | 61.8%+9.6pp | 69.8%+1.6pp | 69.3%+2.1pp |
| Annual return | 7.60% | 18.59%-11.0pp | 37.78%-30.2pp | 318.53%-310.9pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,910 | $2,894+0.5% | $3,849-24.4% | $3,952-26.4% |
| Admin fee / account holder | $15,063 | $4,997+201.5% | $6,181+143.7% | $6,260+140.6% |