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 | $34,657 | $124,319-72.1% | $111,297-68.9% | $167,490-79.3% |
| Participation rate | 86.7% | 79.6%+7.1pp | 77.3%+9.4pp | 82.1%+4.6pp |
| Annual return | 8.66% | 37.44%-28.8pp | 54.65%-46.0pp | 478.56%-469.9pp |
| Employer contribution / active EE | $1,262 | $3,435-63.3% | $2,731-53.8% | $4,837-73.9% |
| Participant deferral / active EE | $2,226 | $5,180-57.0% | $4,487-50.4% | $6,341-64.9% |
| Admin fee / account holder | $18,950 | $10,618+78.5% | $7,964+137.9% | $12,309+54.0% |