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 | $56,984 | $77,899-26.8% | $149,673-61.9% | $75,163-24.2% |
| Participation rate | 92.1% | 65.6%+26.5pp | 78.8%+13.3pp | 67.2%+24.9pp |
| Annual return | 6.18% | 31.72%-25.5pp | 134.42%-128.2pp | 160.62%-154.4pp |
| Employer contribution / active EE | $1,800 | $3,137-42.6% | $4,818-62.6% | $2,670-32.6% |
| Participant deferral / active EE | $2,617 | $3,411-23.3% | $5,680-53.9% | $4,125-36.6% |
| Admin fee / account holder | $4,925 | $5,956-17.3% | $13,210-62.7% | $5,651-12.9% |