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 | $41,975 | $76,552-45.2% | $123,892-66.1% | $62,891-33.3% |
| Participation rate | 78.4% | 73.0%+5.4pp | 81.4%-3.0pp | 69.3%+9.1pp |
| Annual return | 5.18% | 18.68%-13.5pp | 47.52%-42.3pp | 20.14%-15.0pp |
| Employer contribution / active EE | $3,142 | $2,883+9.0% | $4,617-31.9% | $2,281+37.8% |
| Participant deferral / active EE | $4,967 | $4,840+2.6% | $5,984-17.0% | $3,203+55.1% |
| Admin fee / account holder | $9,345 | $4,826+93.7% | $8,357+11.8% | $4,296+117.5% |