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 | $37,715 | $73,933-49.0% | $96,683-61.0% | $75,163-49.8% |
| Participation rate | 83.3% | 66.4%+16.9pp | 74.3%+9.0pp | 67.2%+16.1pp |
| Annual return | 12.54% | 26.70%-14.2pp | 35.69%-23.2pp | 160.62%-148.1pp |
| Employer contribution / active EE | $2,814 | $2,928-3.9% | $3,737-24.7% | $2,670+5.4% |
| Participant deferral / active EE | $3,208 | $3,659-12.3% | $4,878-34.2% | $4,125-22.2% |
| Admin fee / account holder | $7,864 | $5,216+50.8% | $6,730+16.9% | $5,651+39.2% |