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 | $27,186 | $54,762-50.4% | $90,281-69.9% | $72,985-62.8% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 11.19% | 30.63%-19.4pp | 78.10%-66.9pp | 81.00%-69.8pp |
| Employer contribution / active EE | $609 | $2,092-70.9% | $2,854-78.7% | $2,440-75.0% |
| Participant deferral / active EE | $2,094 | $2,887-27.5% | $3,885-46.1% | $3,607-41.9% |
| Admin fee / account holder | $351 | $3,972-91.2% | $5,351-93.4% | $5,124-93.2% |