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 | $26,106 | $81,632-68.0% | $70,449-62.9% | $158,922-83.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 4.13% | 208.40%-204.3pp | 109.03%-104.9pp | 302.83%-298.7pp |
| Employer contribution / active EE | $1,531 | $3,217-52.4% | $2,737-44.1% | $4,761-67.8% |
| Participant deferral / active EE | $5,859 | $4,554+28.7% | $3,709+58.0% | $5,982-2.1% |
| Admin fee / account holder | $375 | $6,193-93.9% | $3,845-90.3% | $11,246-96.7% |