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 | $39,614 | $91,190-56.6% | $178,490-77.8% | $79,858-50.4% |
| Participation rate | 80.8% | 69.2%+11.6pp | 81.9%-1.2pp | 69.6%+11.1pp |
| Annual return | 7.08% | 24.19%-17.1pp | 151.07%-144.0pp | 31.71%-24.6pp |
| Employer contribution / active EE | $1,046 | $3,256-67.9% | $5,011-79.1% | $2,471-57.7% |
| Participant deferral / active EE | $2,995 | $3,236-7.4% | $5,202-42.4% | $3,740-19.9% |
| Admin fee / account holder | $1,962 | $6,751-70.9% | $13,984-86.0% | $5,306-63.0% |