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 | $38,306 | $48,046-20.3% | $84,611-54.7% | $72,985-47.5% |
| Participation rate | 91.4% | 57.6%+33.8pp | 68.2%+23.2pp | 69.5%+21.9pp |
| Annual return | 17.54% | 37.38%-19.8pp | 258.74%-241.2pp | 81.00%-63.5pp |
| Employer contribution / active EE | $1,017 | $1,602-36.5% | $2,652-61.6% | $2,440-58.3% |
| Participant deferral / active EE | $3,888 | $2,680+45.1% | $3,899-0.3% | $3,607+7.8% |
| Admin fee / account holder | $5,392 | $3,395+58.8% | $4,912+9.8% | $5,124+5.2% |