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 | $39,722 | $80,717-50.8% | $154,803-74.3% | $84,808-53.2% |
| Participation rate | 80.8% | 66.8%+14.0pp | 78.1%+2.7pp | 68.3%+12.5pp |
| Annual return | 5.40% | 37.96%-32.6pp | 58.88%-53.5pp | 40.90%-35.5pp |
| Employer contribution / active EE | $838 | $2,761-69.6% | $4,305-80.5% | $2,631-68.1% |
| Participant deferral / active EE | $3,327 | $3,303+0.7% | $5,540-40.0% | $4,212-21.0% |
| Admin fee / account holder | $25,836 | $6,746+283.0% | $14,329+80.3% | $7,344+251.8% |