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 | $35,307 | $100,326-64.8% | $180,183-80.4% | $84,808-58.4% |
| Participation rate | 82.1% | 71.0%+11.1pp | 77.4%+4.7pp | 68.3%+13.8pp |
| Annual return | 7.57% | 17.86%-10.3pp | 27.86%-20.3pp | 40.90%-33.3pp |
| Employer contribution / active EE | $1,857 | $3,269-43.2% | $5,039-63.2% | $2,631-29.4% |
| Participant deferral / active EE | $2,302 | $5,066-54.6% | $6,822-66.3% | $4,212-45.3% |
| Admin fee / account holder | $2,253 | $9,674-76.7% | $19,975-88.7% | $7,344-69.3% |