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 | $28,783 | $72,492-60.3% | $87,100-67.0% | $72,985-60.6% |
| Participation rate | 97.0% | 72.8%+24.2pp | 76.9%+20.1pp | 69.5%+27.5pp |
| Annual return | 10.30% | 24.46%-14.2pp | 28.19%-17.9pp | 81.00%-70.7pp |
| Employer contribution / active EE | $1,627 | $1,894-14.1% | $2,521-35.5% | $2,440-33.3% |
| Participant deferral / active EE | $1,937 | $3,270-40.8% | $4,049-52.2% | $3,607-46.3% |
| Admin fee / account holder | $4,639 | $5,055-8.2% | $7,497-38.1% | $5,124-9.5% |