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 | $19,384 | $52,580-63.1% | $71,671-73.0% | $70,131-72.4% |
| Participation rate | 98.6% | 60.9%+37.7pp | 68.7%+29.8pp | 69.5%+29.0pp |
| Annual return | 11.47% | 20.25%-8.8pp | 20.65%-9.2pp | 73.14%-61.7pp |
| Employer contribution / active EE | $1,564 | $1,616-3.2% | $2,460-36.4% | $2,342-33.2% |
| Participant deferral / active EE | $0 | $2,386-100.0% | $3,438-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,448 | $3,653-60.4% | $5,558-74.0% | $4,645-68.8% |