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 | $42,948 | $67,606-36.5% | $82,313-47.8% | $70,131-38.8% |
| Participation rate | 82.1% | 72.8%+9.3pp | 76.9%+5.2pp | 69.5%+12.5pp |
| Annual return | 7.70% | 21.57%-13.9pp | 25.88%-18.2pp | 73.14%-65.4pp |
| Employer contribution / active EE | $884 | $1,755-49.6% | $2,428-63.6% | $2,342-62.3% |
| Participant deferral / active EE | $1,933 | $2,987-35.3% | $3,706-47.8% | $3,332-42.0% |
| Admin fee / account holder | $417 | $4,512-90.8% | $5,608-92.6% | $4,645-91.0% |