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 | $42,540 | $54,762-22.3% | $90,281-52.9% | $72,985-41.7% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 6.53% | 30.63%-24.1pp | 78.10%-71.6pp | 81.00%-74.5pp |
| Employer contribution / active EE | $4,359 | $2,092+108.3% | $2,854+52.7% | $2,440+78.7% |
| Participant deferral / active EE | $5,476 | $2,887+89.7% | $3,885+40.9% | $3,607+51.8% |
| Admin fee / account holder | $666 | $3,972-83.2% | $5,351-87.6% | $5,124-87.0% |