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 | $49,011 | $77,164-36.5% | $178,014-72.5% | $80,874-39.4% |
| Participation rate | 76.9% | 65.7%+11.2pp | 77.1%-0.2pp | 67.6%+9.3pp |
| Annual return | 9.82% | 18.09%-8.3pp | 294.80%-285.0pp | 35.62%-25.8pp |
| Employer contribution / active EE | $2,229 | $2,288-2.6% | $3,950-43.6% | $2,756-19.1% |
| Participant deferral / active EE | $2,064 | $4,408-53.2% | $6,276-67.1% | $4,297-52.0% |
| Admin fee / account holder | $25,088 | $7,164+250.2% | $10,362+142.1% | $6,935+261.7% |