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 | $40,304 | $78,422-48.6% | $95,952-58.0% | $79,858-49.5% |
| Participation rate | 88.3% | 73.5%+14.8pp | 77.1%+11.2pp | 69.6%+18.7pp |
| Annual return | 3.47% | 19.37%-15.9pp | 91.61%-88.1pp | 31.71%-28.2pp |
| Employer contribution / active EE | $1,529 | $1,945-21.4% | $2,541-39.8% | $2,471-38.1% |
| Participant deferral / active EE | $2,664 | $3,440-22.5% | $4,167-36.1% | $3,740-28.8% |
| Admin fee / account holder | $5,333 | $5,622-5.1% | $6,795-21.5% | $5,306+0.5% |