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 | $34,250 | $54,705-37.4% | $71,209-51.9% | $84,808-59.6% |
| Participation rate | 80.6% | 64.1%+16.6pp | 73.8%+6.9pp | 68.3%+12.3pp |
| Annual return | 12.67% | 35.90%-23.2pp | 282.51%-269.8pp | 40.90%-28.2pp |
| Employer contribution / active EE | $358 | $2,158-83.4% | $2,721-86.9% | $2,631-86.4% |
| Participant deferral / active EE | $2,104 | $3,030-30.6% | $4,175-49.6% | $4,212-50.0% |
| Admin fee / account holder | $2,790 | $4,863-42.6% | $5,349-47.8% | $7,344-62.0% |