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 | $32,621 | $84,233-61.3% | $170,442-80.9% | $70,131-53.5% |
| Participation rate | 76.0% | 70.8%+5.2pp | 83.6%-7.6pp | 69.5%+6.5pp |
| Annual return | 11.90% | 23.06%-11.2pp | 205.93%-194.0pp | 73.14%-61.2pp |
| Employer contribution / active EE | $1,765 | $3,387-47.9% | $5,433-67.5% | $2,342-24.6% |
| Participant deferral / active EE | $2,778 | $3,086-10.0% | $4,939-43.8% | $3,332-16.6% |
| Admin fee / account holder | $13,893 | $5,698+143.8% | $13,880+0.1% | $4,645+199.1% |