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 | $39,772 | $111,754-64.4% | $103,333-61.5% | $145,922-72.7% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 6.30% | 24.77%-18.5pp | 24.88%-18.6pp | 561.29%-555.0pp |
| Employer contribution / active EE | $4,008 | $4,212-4.9% | $3,868+3.6% | $4,660-14.0% |
| Participant deferral / active EE | $2,987 | $5,619-46.8% | $5,057-40.9% | $6,688-55.3% |
| Admin fee / account holder | $441 | $9,750-95.5% | $8,355-94.7% | $13,397-96.7% |