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 | $41,557 | $103,966-60.0% | $112,887-63.2% | $75,163-44.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 13.77% | 24.54%-10.8pp | 34.10%-20.3pp | 160.62%-146.8pp |
| Employer contribution / active EE | $3,752 | $3,870-3.0% | $4,563-17.8% | $2,670+40.6% |
| Participant deferral / active EE | $3,076 | $5,456-43.6% | $6,513-52.8% | $4,125-25.4% |
| Admin fee / account holder | $7,200 | $7,663-6.0% | $7,047+2.2% | $5,651+27.4% |