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 6-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 | $48,157 | $109,881-56.2% | $150,045-67.9% | $84,808-43.2% |
| Participation rate | 94.1% | 76.1%+18.0pp | 82.3%+11.8pp | 68.3%+25.8pp |
| Annual return | 11.14% | 28.25%-17.1pp | 62.55%-51.4pp | 40.90%-29.8pp |
| Employer contribution / active EE | $1,430 | $3,561-59.8% | $4,693-69.5% | $2,631-45.6% |
| Participant deferral / active EE | $10,594 | $6,636+59.6% | $7,997+32.5% | $4,212+151.5% |
| Admin fee / account holder | $4,409 | $8,568-48.5% | $13,435-67.2% | $7,344-40.0% |