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 | $49,905 | $51,576-3.2% | $129,207-61.4% | $80,856-38.3% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 9.50% | 20.81%-11.3pp | 9417.33%-9407.8pp | 35.59%-26.1pp |
| Employer contribution / active EE | $1,621 | $1,584+2.4% | $4,153-61.0% | $2,755-41.1% |
| Participant deferral / active EE | $4,460 | $2,669+67.1% | $4,168+7.0% | $4,296+3.8% |
| Admin fee / account holder | $9,955 | $4,305+131.2% | $7,715+29.0% | $6,918+43.9% |