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 | $47,773 | $109,881-56.5% | $150,045-68.2% | $84,808-43.7% |
| Participation rate | 79.3% | 76.1%+3.2pp | 82.3%-3.0pp | 68.3%+11.0pp |
| Annual return | 10.39% | 28.25%-17.9pp | 62.55%-52.2pp | 40.90%-30.5pp |
| Employer contribution / active EE | $1,160 | $3,561-67.4% | $4,693-75.3% | $2,631-55.9% |
| Participant deferral / active EE | $3,310 | $6,636-50.1% | $7,997-58.6% | $4,212-21.4% |
| Admin fee / account holder | $17,447 | $8,568+103.6% | $13,435+29.9% | $7,344+137.6% |