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 | $46,876 | $71,050-34.0% | $93,606-49.9% | $80,856-42.0% |
| Participation rate | 72.4% | 60.4%+12.0pp | 68.7%+3.7pp | 67.6%+4.8pp |
| Annual return | 8.96% | 11.26%-2.3pp | 133.20%-124.2pp | 35.59%-26.6pp |
| Employer contribution / active EE | $404 | $1,564-74.2% | $2,420-83.3% | $2,755-85.3% |
| Participant deferral / active EE | $2,784 | $4,034-31.0% | $4,411-36.9% | $4,296-35.2% |
| Admin fee / account holder | $1,041 | $6,945-85.0% | $8,285-87.4% | $6,918-85.0% |