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 | $54,952 | $106,749-48.5% | $145,433-62.2% | $82,448-33.3% |
| Participation rate | 73.0% | 75.6%-2.6pp | 82.1%-9.1pp | 68.1%+5.0pp |
| Annual return | 14.15% | 27.59%-13.4pp | 66.58%-52.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $1,961 | $3,444-43.1% | $4,554-56.9% | $2,551-23.1% |
| Participant deferral / active EE | $3,495 | $6,519-46.4% | $7,897-55.7% | $4,139-15.6% |
| Admin fee / account holder | $4,787 | $8,390-42.9% | $13,129-63.5% | $7,234-33.8% |