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 | $36,925 | $58,512-36.9% | $84,015-56.0% | $72,985-49.4% |
| Participation rate | 81.6% | 61.2%+20.4pp | 69.0%+12.6pp | 69.5%+12.1pp |
| Annual return | 5.91% | 28.93%-23.0pp | 71.31%-65.4pp | 81.00%-75.1pp |
| Employer contribution / active EE | $448 | $1,163-61.5% | $1,983-77.4% | $2,440-81.6% |
| Participant deferral / active EE | $3,301 | $2,394+37.9% | $3,239+1.9% | $3,607-8.5% |
| Admin fee / account holder | $3,006 | $4,569-34.2% | $6,101-50.7% | $5,124-41.3% |