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 | $38,648 | $78,672-50.9% | $109,143-64.6% | $85,850-55.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 4.53% | 25.09%-20.6pp | 25.75%-21.2pp | 318.53%-314.0pp |
| Employer contribution / active EE | $3,392 | $2,735+24.0% | $3,722-8.9% | $2,565+32.2% |
| Participant deferral / active EE | $2,214 | $3,467-36.1% | $4,653-52.4% | $3,952-44.0% |
| Admin fee / account holder | $552 | $5,469-89.9% | $6,752-91.8% | $6,260-91.2% |