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 | $30,423 | $67,606-55.0% | $82,313-63.0% | $70,131-56.6% |
| Participation rate | 72.5% | 72.8%-0.3pp | 76.9%-4.4pp | 69.5%+3.0pp |
| Annual return | 6.56% | 21.57%-15.0pp | 25.88%-19.3pp | 73.14%-66.6pp |
| Employer contribution / active EE | $842 | $1,755-52.0% | $2,428-65.3% | $2,342-64.1% |
| Participant deferral / active EE | $2,785 | $2,987-6.8% | $3,706-24.9% | $3,332-16.4% |
| Admin fee / account holder | $1,099 | $4,512-75.6% | $5,608-80.4% | $4,645-76.3% |