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 | $54,943 | $65,041-15.5% | $90,951-39.6% | $79,858-31.2% |
| Participation rate | 83.7% | 61.6%+22.1pp | 69.0%+14.7pp | 69.6%+14.0pp |
| Annual return | 6.58% | 30.45%-23.9pp | 134.60%-128.0pp | 31.71%-25.1pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,157 | $2,512+25.7% | $3,373-6.4% | $3,740-15.6% |
| Admin fee / account holder | $5,411 | $4,536+19.3% | $5,959-9.2% | $5,306+2.0% |