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 | $18,938 | $106,584-82.2% | $101,326-81.3% | $142,382-86.7% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 7.34% | 36.93%-29.6pp | 36.82%-29.5pp | 217.08%-209.7pp |
| Employer contribution / active EE | $1,561 | $3,956-60.6% | $3,665-57.4% | $4,299-63.7% |
| Participant deferral / active EE | $3,392 | $8,297-59.1% | $7,994-57.6% | $6,507-47.9% |
| Admin fee / account holder | $22,827 | $11,446+99.4% | $11,185+104.1% | $12,624+80.8% |