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 | $34,182 | $72,277-52.7% | $101,248-66.2% | $79,858-57.2% |
| Participation rate | 91.8% | 68.5%+23.3pp | 75.8%+16.0pp | 69.6%+22.1pp |
| Annual return | 9.04% | 22.30%-13.3pp | 46.47%-37.4pp | 31.71%-22.7pp |
| Employer contribution / active EE | $2,683 | $2,692-0.3% | $3,660-26.7% | $2,471+8.6% |
| Participant deferral / active EE | $3,649 | $3,282+11.2% | $4,370-16.5% | $3,740-2.4% |
| Admin fee / account holder | $12,637 | $4,400+187.2% | $5,945+112.6% | $5,306+138.2% |