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 | $157,523 | $60,349+161.0% | $74,183+112.3% | $62,891+150.5% |
| Participation rate | 83.3% | 72.7%+10.6pp | 76.6%+6.7pp | 69.3%+14.0pp |
| Annual return | 0.57% | 21.37%-20.8pp | 17.74%-17.2pp | 20.14%-19.6pp |
| Employer contribution / active EE | $668 | $1,680-60.3% | $2,370-71.8% | $2,281-70.7% |
| Participant deferral / active EE | $2,227 | $2,856-22.0% | $3,550-37.3% | $3,203-30.5% |
| Admin fee / account holder | $13,187 | $4,261+209.5% | $5,586+136.1% | $4,296+207.0% |