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 | $46,185 | $85,202-45.8% | $172,739-73.3% | $72,985-36.7% |
| Participation rate | 70.6% | 70.1%+0.5pp | 82.6%-12.1pp | 69.5%+1.1pp |
| Annual return | 12.64% | 27.32%-14.7pp | 802.84%-790.2pp | 81.00%-68.4pp |
| Employer contribution / active EE | $1,882 | $3,324-43.4% | $5,143-63.4% | $2,440-22.9% |
| Participant deferral / active EE | $1,042 | $3,260-68.0% | $5,198-79.9% | $3,607-71.1% |
| Admin fee / account holder | $17,176 | $5,884+191.9% | $13,954+23.1% | $5,124+235.2% |