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 | $203,695 | $72,492+181.0% | $87,100+133.9% | $72,985+179.1% |
| Participation rate | 75.4% | 72.8%+2.6pp | 76.9%-1.5pp | 69.5%+5.9pp |
| Annual return | 0.52% | 24.46%-23.9pp | 28.19%-27.7pp | 81.00%-80.5pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $12,094 | $3,270+269.9% | $4,049+198.7% | $3,607+235.3% |
| Admin fee / account holder | $2,247 | $5,055-55.5% | $7,497-70.0% | $5,124-56.1% |