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 5-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 | $48,916 | $72,492-32.5% | $87,100-43.8% | $72,985-33.0% |
| Participation rate | 73.2% | 72.8%+0.4pp | 76.9%-3.7pp | 69.5%+3.7pp |
| Annual return | 14.41% | 24.46%-10.1pp | 28.19%-13.8pp | 81.00%-66.6pp |
| Employer contribution / active EE | $905 | $1,894-52.2% | $2,521-64.1% | $2,440-62.9% |
| Participant deferral / active EE | $2,661 | $3,270-18.6% | $4,049-34.3% | $3,607-26.2% |
| Admin fee / account holder | $7,301 | $5,055+44.4% | $7,497-2.6% | $5,124+42.5% |