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 | $46,511 | $76,552-39.2% | $123,892-62.5% | $62,891-26.0% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 2.43% | 18.68%-16.2pp | 47.52%-45.1pp | 20.14%-17.7pp |
| Employer contribution / active EE | $2,308 | $2,883-19.9% | $4,617-50.0% | $2,281+1.2% |
| Participant deferral / active EE | $5,684 | $4,840+17.4% | $5,984-5.0% | $3,203+77.5% |
| Admin fee / account holder | $1,745 | $4,826-63.8% | $8,357-79.1% | $4,296-59.4% |