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 | $57,619 | $81,460-29.3% | $103,333-44.2% | $80,856-28.7% |
| Participation rate | 80.0% | 66.8%+13.2pp | 74.5%+5.5pp | 67.6%+12.4pp |
| Annual return | 9.67% | 25.55%-15.9pp | 24.88%-15.2pp | 35.59%-25.9pp |
| Employer contribution / active EE | $2,233 | $3,105-28.1% | $3,868-42.3% | $2,755-19.0% |
| Participant deferral / active EE | $3,991 | $3,869+3.2% | $5,057-21.1% | $4,296-7.1% |
| Admin fee / account holder | $5,991 | $6,566-8.8% | $8,355-28.3% | $6,918-13.4% |