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 | $17,251 | $85,202-79.8% | $172,739-90.0% | $72,985-76.4% |
| Participation rate | 79.3% | 70.1%+9.2pp | 82.6%-3.3pp | 69.5%+9.8pp |
| Annual return | 13.92% | 27.32%-13.4pp | 802.84%-788.9pp | 81.00%-67.1pp |
| Employer contribution / active EE | $3,387 | $3,324+1.9% | $5,143-34.1% | $2,440+38.8% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,607-100.0% |
| Admin fee / account holder | $5,767 | $5,884-2.0% | $13,954-58.7% | $5,124+12.5% |