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 | $18,909 | $85,022-77.8% | $70,515-73.2% | $139,434-86.4% |
| Participation rate | 81.8% | 73.9%+7.9pp | 68.3%+13.5pp | 80.3%+1.5pp |
| Annual return | 4.98% | 30.38%-25.4pp | 32.77%-27.8pp | 372.94%-368.0pp |
| Employer contribution / active EE | $2,091 | $3,909-46.5% | $2,973-29.7% | $4,751-56.0% |
| Participant deferral / active EE | $1,902 | $5,890-67.7% | $4,567-58.4% | $6,710-71.7% |
| Admin fee / account holder | $10,057 | $8,906+12.9% | $6,412+56.9% | $11,403-11.8% |