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 | $29,399 | $65,365-55.0% | $92,893-68.4% | $72,985-59.7% |
| Participation rate | 91.8% | 68.3%+23.5pp | 76.0%+15.8pp | 69.5%+22.4pp |
| Annual return | 11.70% | 42.10%-30.4pp | 109.41%-97.7pp | 81.00%-69.3pp |
| Employer contribution / active EE | $2,137 | $2,594-17.6% | $3,653-41.5% | $2,440-12.4% |
| Participant deferral / active EE | $3,450 | $3,128+10.3% | $4,236-18.6% | $3,607-4.4% |
| Admin fee / account holder | $2,916 | $4,251-31.4% | $5,794-49.7% | $5,124-43.1% |