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 | $38,687 | $109,881-64.8% | $150,045-74.2% | $84,808-54.4% |
| Participation rate | 86.8% | 76.1%+10.7pp | 82.3%+4.5pp | 68.3%+18.5pp |
| Annual return | 14.13% | 28.25%-14.1pp | 62.55%-48.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,436 | $3,561-59.7% | $4,693-69.4% | $2,631-45.4% |
| Participant deferral / active EE | $2,728 | $6,636-58.9% | $7,997-65.9% | $4,212-35.2% |
| Admin fee / account holder | $2,164 | $8,568-74.7% | $13,435-83.9% | $7,344-70.5% |