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 | $61,187 | $99,020-38.2% | $86,590-29.3% | $147,584-58.5% |
| Participation rate | 85.7% | 76.3%+9.4pp | 73.5%+12.2pp | 82.8%+2.9pp |
| Annual return | 4.02% | 1312.34%-1308.3pp | 964.84%-960.8pp | 578.55%-574.5pp |
| Employer contribution / active EE | $1,349 | $3,132-56.9% | $2,839-52.5% | $4,876-72.3% |
| Participant deferral / active EE | $5,554 | $3,972+39.8% | $3,609+53.9% | $5,439+2.1% |
| Admin fee / account holder | $412 | $5,710-92.8% | $4,906-91.6% | $10,885-96.2% |