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 | $60,093 | $72,492-17.1% | $87,100-31.0% | $72,985-17.7% |
| Participation rate | 84.9% | 72.8%+12.1pp | 76.9%+8.0pp | 69.5%+15.4pp |
| Annual return | 15.49% | 24.46%-9.0pp | 28.19%-12.7pp | 81.00%-65.5pp |
| Employer contribution / active EE | $610 | $1,894-67.8% | $2,521-75.8% | $2,440-75.0% |
| Participant deferral / active EE | $2,301 | $3,270-29.6% | $4,049-43.2% | $3,607-36.2% |
| Admin fee / account holder | $5,475 | $5,055+8.3% | $7,497-27.0% | $5,124+6.8% |