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 | $54,500 | $80,968-32.7% | $96,544-43.5% | $75,163-27.5% |
| Participation rate | 94.0% | 71.8%+22.3pp | 76.0%+18.1pp | 67.2%+26.8pp |
| Annual return | 10.19% | 27.06%-16.9pp | 25.84%-15.7pp | 160.62%-150.4pp |
| Employer contribution / active EE | $1,730 | $2,282-24.2% | $2,965-41.6% | $2,670-35.2% |
| Participant deferral / active EE | $3,107 | $3,928-20.9% | $4,851-36.0% | $4,125-24.7% |
| Admin fee / account holder | $6,063 | $6,724-9.8% | $8,252-26.5% | $5,651+7.3% |