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 | $31,210 | $85,202-63.4% | $172,739-81.9% | $72,985-57.2% |
| Participation rate | 95.5% | 70.1%+25.4pp | 82.6%+12.8pp | 69.5%+26.0pp |
| Annual return | 9.79% | 27.32%-17.5pp | 802.84%-793.0pp | 81.00%-71.2pp |
| Employer contribution / active EE | $1,330 | $3,324-60.0% | $5,143-74.1% | $2,440-45.5% |
| Participant deferral / active EE | $2,401 | $3,260-26.3% | $5,198-53.8% | $3,607-33.4% |
| Admin fee / account holder | $3,188 | $5,884-45.8% | $13,954-77.2% | $5,124-37.8% |