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 | $45,927 | $117,983-61.1% | $101,794-54.9% | $142,382-67.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 7.58% | 36.92%-29.3pp | 30.53%-22.9pp | 217.08%-209.5pp |
| Employer contribution / active EE | $1,718 | $2,773-38.0% | $2,289-24.9% | $4,299-60.0% |
| Participant deferral / active EE | $3,310 | $4,714-29.8% | $4,084-19.0% | $6,507-49.1% |
| Admin fee / account holder | $3,171 | $10,433-69.6% | $8,777-63.9% | $12,624-74.9% |