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 | $27,212 | $80,717-66.3% | $154,803-82.4% | $84,808-67.9% |
| Participation rate | 78.1% | 66.8%+11.3pp | 78.1%+0.1pp | 68.3%+9.8pp |
| Annual return | 3.49% | 37.96%-34.5pp | 58.88%-55.4pp | 40.90%-37.4pp |
| Employer contribution / active EE | $914 | $2,761-66.9% | $4,305-78.8% | $2,631-65.2% |
| Participant deferral / active EE | $1,556 | $3,303-52.9% | $5,540-71.9% | $4,212-63.0% |
| Admin fee / account holder | $4,693 | $6,746-30.4% | $14,329-67.2% | $7,344-36.1% |