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 | $49,620 | $137,414-63.9% | $189,513-73.8% | $85,850-42.2% |
| Participation rate | 87.1% | 84.6%+2.5pp | 87.8%-0.7pp | 69.3%+17.8pp |
| Annual return | 8.98% | 38.14%-29.2pp | 555.15%-546.2pp | 318.53%-309.6pp |
| Employer contribution / active EE | $2,609 | $4,344-39.9% | $6,162-57.7% | $2,565+1.7% |
| Participant deferral / active EE | $7,186 | $6,260+14.8% | $8,221-12.6% | $3,952+81.9% |
| Admin fee / account holder | $3,516 | $8,630-59.3% | $12,045-70.8% | $6,260-43.8% |