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 | $16,856 | $48,076-64.9% | $78,689-78.6% | $62,891-73.2% |
| Participation rate | 89.7% | 65.2%+24.4pp | 73.6%+16.1pp | 69.3%+20.3pp |
| Annual return | -0.67% | 31.35%-32.0pp | 62.18%-62.8pp | 20.14%-20.8pp |
| Employer contribution / active EE | $721 | $2,015-64.2% | $2,851-74.7% | $2,281-68.4% |
| Participant deferral / active EE | $5,325 | $2,588+105.8% | $3,517+51.4% | $3,203+66.2% |
| Admin fee / account holder | $4,337 | $3,207+35.2% | $4,510-3.8% | $4,296+1.0% |