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 | $44,573 | $209,832-78.8% | $189,513-76.5% | $167,490-73.4% |
| Participation rate | 81.8% | 88.7%-6.8pp | 87.8%-6.0pp | 82.1%-0.3pp |
| Annual return | 3.67% | 748.27%-744.6pp | 555.15%-551.5pp | 478.56%-474.9pp |
| Employer contribution / active EE | $2,100 | $6,914-69.6% | $6,162-65.9% | $4,837-56.6% |
| Participant deferral / active EE | $3,721 | $8,935-58.4% | $8,221-54.7% | $6,341-41.3% |
| Admin fee / account holder | $31,431 | $14,293+119.9% | $12,045+161.0% | $12,309+155.4% |