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 | $27,957 | $53,127-47.4% | $86,590-67.7% | $70,131-60.1% |
| Participation rate | 75.6% | 65.3%+10.3pp | 73.5%+2.1pp | 69.5%+6.1pp |
| Annual return | 11.69% | 27.66%-16.0pp | 964.84%-953.1pp | 73.14%-61.4pp |
| Employer contribution / active EE | $1,509 | $2,068-27.0% | $2,839-46.8% | $2,342-35.6% |
| Participant deferral / active EE | $2,822 | $2,696+4.7% | $3,609-21.8% | $3,332-15.3% |
| Admin fee / account holder | $3,048 | $3,585-15.0% | $4,906-37.9% | $4,645-34.4% |