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 | $15,256 | $114,381-86.7% | $107,525-85.8% | $142,382-89.3% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 4.81% | 242.71%-237.9pp | 181.32%-176.5pp | 217.08%-212.3pp |
| Employer contribution / active EE | $1,023 | $4,015-74.5% | $3,754-72.7% | $4,299-76.2% |
| Participant deferral / active EE | $2,801 | $5,564-49.7% | $5,116-45.3% | $6,507-57.0% |
| Admin fee / account holder | $38,988 | $9,860+295.4% | $8,919+337.2% | $12,624+208.8% |