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 | $24,373 | $58,512-58.3% | $84,015-71.0% | $72,985-66.6% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 15.76% | 28.93%-13.2pp | 71.31%-55.5pp | 81.00%-65.2pp |
| Employer contribution / active EE | $1,286 | $1,163+10.6% | $1,983-35.1% | $2,440-47.3% |
| Participant deferral / active EE | $2,026 | $2,394-15.4% | $3,239-37.5% | $3,607-43.9% |
| Admin fee / account holder | $3,255 | $4,569-28.8% | $6,101-46.6% | $5,124-36.5% |