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 | $23,604 | $79,449-70.3% | $189,557-87.5% | $85,850-72.5% |
| Participation rate | 100.0% | 66.0%+34.0pp | 78.4%+21.6pp | 69.3%+30.7pp |
| Annual return | 1.65% | 18.45%-16.8pp | 64.17%-62.5pp | 318.53%-316.9pp |
| Employer contribution / active EE | $1,067 | $2,081-48.7% | $4,412-75.8% | $2,565-58.4% |
| Participant deferral / active EE | $2,465 | $4,051-39.2% | $6,174-60.1% | $3,952-37.6% |
| Admin fee / account holder | $30,965 | $5,377+475.9% | $9,807+215.7% | $6,260+394.7% |