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 | $27,231 | $135,952-80.0% | $123,892-78.0% | $273,961-90.1% |
| Participation rate | 92.3% | 84.1%+8.2pp | 81.4%+10.9pp | 83.0%+9.3pp |
| Annual return | 2.63% | 56.63%-54.0pp | 47.52%-44.9pp | 41.45%-38.8pp |
| Employer contribution / active EE | $1,967 | $5,170-61.9% | $4,617-57.4% | $4,869-59.6% |
| Participant deferral / active EE | $6,087 | $6,343-4.0% | $5,984+1.7% | $5,287+15.1% |
| Admin fee / account holder | $34,956 | $9,817+256.1% | $8,357+318.3% | $10,132+245.0% |