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 | $31,517 | $175,202-82.0% | $149,673-78.9% | $139,434-77.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 6.62% | 166.71%-160.1pp | 134.42%-127.8pp | 372.94%-366.3pp |
| Employer contribution / active EE | $2,280 | $5,474-58.3% | $4,818-52.7% | $4,751-52.0% |
| Participant deferral / active EE | $2,080 | $6,519-68.1% | $5,680-63.4% | $6,710-69.0% |
| Admin fee / account holder | $730 | $16,150-95.5% | $13,210-94.5% | $11,403-93.6% |