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 | $23,495 | $63,346-62.9% | $92,233-74.5% | $70,131-66.5% |
| Participation rate | 73.1% | 68.7%+4.4pp | 76.5%-3.4pp | 69.5%+3.5pp |
| Annual return | 11.06% | 530.12%-519.1pp | 176.28%-165.2pp | 73.14%-62.1pp |
| Employer contribution / active EE | $4,608 | $2,471+86.5% | $3,679+25.2% | $2,342+96.7% |
| Participant deferral / active EE | $1,406 | $2,854-50.7% | $3,897-63.9% | $3,332-57.8% |
| Admin fee / account holder | $12,947 | $3,840+237.1% | $5,194+149.3% | $4,645+178.7% |