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 | $31,068 | $85,202-63.5% | $172,739-82.0% | $72,985-57.4% |
| Participation rate | 90.7% | 70.1%+20.7pp | 82.6%+8.1pp | 69.5%+21.3pp |
| Annual return | 9.74% | 27.32%-17.6pp | 802.84%-793.1pp | 81.00%-71.3pp |
| Employer contribution / active EE | $1,019 | $3,324-69.3% | $5,143-80.2% | $2,440-58.2% |
| Participant deferral / active EE | $1,571 | $3,260-51.8% | $5,198-69.8% | $3,607-56.5% |
| Admin fee / account holder | $6,078 | $5,884+3.3% | $13,954-56.4% | $5,124+18.6% |