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 | $36,005 | $39,122-8.0% | $57,179-37.0% | $62,891-42.8% |
| Participation rate | 74.1% | 70.5%+3.6pp | 75.3%-1.2pp | 69.3%+4.8pp |
| Annual return | 0.43% | 9.23%-8.8pp | 14.59%-14.2pp | 20.14%-19.7pp |
| Employer contribution / active EE | $1,156 | $1,874-38.3% | $2,682-56.9% | $2,281-49.3% |
| Participant deferral / active EE | $2,782 | $2,374+17.2% | $3,096-10.1% | $3,203-13.1% |
| Admin fee / account holder | $2,101 | $2,592-18.9% | $3,139-33.1% | $4,296-51.1% |