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 | $48,416 | $93,071-48.0% | $74,583-35.1% | $273,961-82.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 0.88% | 26.18%-25.3pp | 20.47%-19.6pp | 41.45%-40.6pp |
| Employer contribution / active EE | $3,234 | $3,160+2.4% | $2,525+28.1% | $4,869-33.6% |
| Participant deferral / active EE | $1,447 | $4,160-65.2% | $3,458-58.1% | $5,287-72.6% |
| Admin fee / account holder | $11,176 | $5,272+112.0% | $4,138+170.1% | $10,132+10.3% |