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 | $23,902 | $54,762-56.4% | $90,281-73.5% | $72,985-67.3% |
| Participation rate | 74.1% | 65.1%+8.9pp | 73.3%+0.8pp | 69.5%+4.6pp |
| Annual return | 5.32% | 30.63%-25.3pp | 78.10%-72.8pp | 81.00%-75.7pp |
| Employer contribution / active EE | $334 | $2,092-84.0% | $2,854-88.3% | $2,440-86.3% |
| Participant deferral / active EE | $838 | $2,887-71.0% | $3,885-78.4% | $3,607-76.8% |
| Admin fee / account holder | $2,888 | $3,972-27.3% | $5,351-46.0% | $5,124-43.6% |