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 | $61,457 | $210,408-70.8% | $153,485-60.0% | $145,922-57.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 0.62% | 13.37%-12.7pp | 15.65%-15.0pp | 561.29%-560.7pp |
| Employer contribution / active EE | $2,282 | $6,048-62.3% | $5,039-54.7% | $4,660-51.0% |
| Participant deferral / active EE | $6,481 | $7,975-18.7% | $6,757-4.1% | $6,688-3.1% |
| Admin fee / account holder | $22,902 | $19,419+17.9% | $12,724+80.0% | $13,397+71.0% |